Brian Healey

Investment Advisor at Td Wealth Private Investment Advice @TD

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Investment Advisor at Td Wealth Private Investment Advice @TD

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Toronto, ON, CA

EDUCATION

1993 — 1997

McGill University

Bachelor of Commerce (B.Com.)

2008 — 2010

The University of Western Ontario - Richard Ivey School of Business

MBA

SKILLS

Financial AnalysisBusiness StrategyLeadershipCrmBusiness AnalysisFinancial ServicesStrategyRelationship ManagementCustomer Relationship Management (Crm)BankingStrategic PlanningMarketing StrategyBusiness Relationship ManagementMarketingPortfolio ManagementRisk ManagementRetail Banking

ABOUT BRIAN HEALEY

As an Investment Advisor, my passion is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies is the foundation of my business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. Who I serve: Families, professionals and business owners. My clients are looking for professional guidance as they want more time to travel, run their business, and pursue interests other than day to day investing, tax planning or other wealth management activities. A personal connection to my clients helps me to stay in tune with their goals so that we are matching our investment decisions to their goals and those of their loved ones. My approach: I support my clients in all areas of their financial life much like a coach supports a high-performance athlete. I help them to make informed decisions based on a strong understanding of where they currently are and where they aspire to be. I help minimize the stress of investing and the complexities that come with managing one\'s wealth. On a personal note: My family is at the core of the most important decisions in my life. This has shaped the way that I think about accumulating and preserving wealth. As a family we love to spend time together on the water in the summer and in the winter you\'ll often find us on a ski slope or at a hockey rink. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.

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Brian Healey — Investment Advisor at Td Wealth Private Investment Advice at TD in Toronto, ON, CA | Unifers