Jayme Querry

Senior Portfolio Manager and Senior Investment Advisor at Td Wealth Private Investment Advice @TD

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

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WORK HISTORY

Jan 2003 — Present

Senior Portfolio Manager and Senior Investment Advisor at Td Wealth Private Investment Advice @TD

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CA

Provide portfolio management, pre-retirement planning, retirement income, estate planning strategies, insurance strategies and tax strategies as part of an all-encompassing wealth management strategy for my clients.

EDUCATION

2000 — 2002

Algonquin College of Applied Arts and Technology

Business, Personal Finance

SKILLS

Asset AllocationMutual FundsExceeding ExpectationsRisk ManagementPortfolio ManagementCapital MarketsRetirement PlanningManaging ExpectationsEquitiesOptionsRelationship ManagementSmall BusinessFinancial ServicesInvestment StrategiesSolution DevelopmentEtfsHigh Net Worth IndividualsBusiness PlanningAsset ManagmentRetirementBondsStrategic Financial PlanningFinancial PlanningStrategySuccession PlanningPersonal FinanceWealth ManagementFinancial AdvisoryInsuranceFixed IncomeFinancial PlannersInvestment ManagementFinancial MarketsCharitable GivingInvestmentsWealthAsset ManagementTaxTradingWealth Management Services

ABOUT JAYME QUERRY

At TD Wealth, we believe that each client\'s needs are truly unique. Our goal is to offer you relevant, customized wealth advice in tune with your needs and help ensure you\'re on track to achieve the future you envision for yourself.As a Senior Portfolio Manager and Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. My military experience as a Combat Engineer taught me that discipline and clear expectations are key to mission success, principles I now apply in my financial practice. 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.Outside of the office I can be found spending time with my partner and three boys at the cottage, scuba diving, bee keeping and operating my sugar shack.TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion 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/AvisMediasSociauxInformation 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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Jayme Querry — Senior Portfolio Manager and Senior Investment Advisor at Td Wealth Private Investment Advice at TD in Ottawa, ON, CA | Unifers