TD Waterhouse

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TD Waterhouse Private Investment Advice (TDW PIA) is one of Canada's premier fullservice brokerage firms for clients who want to stay involved in all decisions about their portfolios. It is the only Bank-owned firm of its type, built internally instead of acquired via purchase.

TDW PIA offers clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in the decisions regarding their financial affairs. Private Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.

Once the client's investment strategy is agreed upon, the Private Investment Advisor will work with and make recommendations to the client regarding their portfolio's construction, security selection, monitoring and rebalancing. The Private Investment Advisor will provide the client with periodic performance reporting and will provide ongoing advice with a view to enhancing their plan over the long term.

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New Hires and Recent Promotions at TD Waterhouse

  • Grant Ackerman, Investment Advisor

    was Associate Investment Advisor - 6 months ago

  • Ian McGavney, Investment Advisor / Insurance Advisor

    was Investment Advisor - 6 months ago

  • Dominic Hayes, Lotus Notes / Domino Consultant

    was Lotus Notes / Domino Consultant - this month

  • Howard Blair, Branch Call Centre Manager

    was Manager, Contact Centre Resource Management Group - 6 months ago

  • David Daladouire, Associate - Managed Products

    was Investment Specialist - 6 months ago

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Last edited by Associate Investment Advisor at CIBC Wood Gundy

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