Wayne Ryan
Senior Portfolio Manager
CIM®
CFP®
CFA
Working together to help you achieve what truly matters to you
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With 25+ years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
As a member of TD Wealth, I work with a talented group of colleagues and have complete access to their expertise and the resources of the various TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate specialists are brought in when required, to apply their expertise to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I hold designations including the Chartered Financial Analyst designation and I am a member in good standing of the Chartered Financial Analyst Institute and the CFA Society in Ottawa. I hold three industry designations: Certified Financial Planner (CFP®), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute. I have completed the Canadian Securities Course and I am a licensed Portfolio Manager in both Ontario and Quebec.
Outside work, I enjoy spending time with my wonderful family. I have fun pretending to be a farmer on a family farm that has been in my family for generations. My Community involvement includes the United Way, the Terry Fox run, The Royal Ottawa and I was a volunteer for the Ottawa Hospital Finance and Audit Committee.
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Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
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You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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