Jon BENTLEY - TD Wealth Private Investment Advice
William Barlow - TD Wealth Private Investment Advice, located in Toronto, ON, is dedicated to providing personalized and comprehensive wealth solutions to businesses, individuals, and families. Supported by TD's resources, the team collaborates with specialists to offer tailored strategies in investment management, estate planning, and retirement planning.
Lead by Will, a seasoned professional with a finance degree and CFA charterholder, the team boasts expertise in options, life insurance, and risk management, drawing from diverse experiences across the US, Ireland, and Canada. Will's background also includes a successful tenure as a professional hockey player in the US, bringing a unique perspective to wealth management.
At William Barlow, clients can expect honest and straightforward advice, backed by a commitment to understanding their vision of success. With a focus on building lasting relationships, the team strives to empower clients with personalized wealth strategies that align with their individual goals and aspirations.
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