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David Allison, Cfa Email & Phone Number
Senior Portfolio Manager at TD Wealth Private Investment Counsel
at
TD
1 work email found
@td.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Manager at TD Wealth Private Investment Counsel
Location
Burlington, Ontario, Canada
Company size
Who is David Allison, Cfa? Overview
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Quick answer
David Allison, Cfa is listed as Senior Portfolio Manager at TD Wealth Private Investment Counsel at TD, a with 1 employees, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for David Allison, Cfa.
David Allison, Cfa previously worked as Private Client Service Associate, TD Wealth Private Investment Counsel at Td and Investment Representative, TD Direct Investing at Td. David Allison, Cfa holds Bachelor Of Arts, Economics With A Concentration In Finance, Minor In Business from Carleton University.
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*@td.com
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AeroLeads found 1 current-domain work email signal for David Allison, Cfa. Compare company email patterns before reaching out.
Profile bio
About David Allison, Cfa
As a Portfolio Manager for TD Wealth Private Investment Counsel, David and his team work with high net worth clients to identify their investment and wealth goals and build a strategy to help them achieve those goals. Using discretionary portfolio management, we handle the day to day management of client portfolios and provide clients with regular performance reviews. Supported by TD Specialists, we also provide clients with comprehensive advice including retirement, estate, insurance and business succession planning strategies.Discretionary Portfolio Management is the delegation of the day-to-day investment decisions to a professional investment manager, who operates within guidelines and parameters established with the client. We are stewards who guide clients to make well informed decisions:- How to use the capital markets to achieve short and long-term financial goals- Understand asset class characteristics and risk-return trade-offs- Develop and adhere to a clear and appropriate long-term investment policy- Prepare for swings in the markets and keep emotions and biases in checkDavid has over 15 years experience in the financial services industry and over 10 years experience with TD Wealth Private Investment Counsel. David has demonstrated a commitment to continuing education and holds the Chartered Financial Analyst (CFA®) designation and the Canadian Investment Manager (CIM) designation. David Graduated from Carleton University with a B.A. (High Honours) Economics, Minor in Business, Concentration in Finance. Outside of work, David enjoys golf, hockey, football and music. David lives with his wife and two children in Burlington and has in the past volunteered his time coaching his son's hockey team./*********/Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
Current workplace
David Allison, Cfa's current company
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4 roles
David Allison, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager At Td Wealth Private Investment Counsel
I provide Investment Management and Wealth Planning services to high net worth individuals, families, Corporations, Foundations, Estates and Trusts.
Private Client Service Associate, Td Wealth Private Investment Counsel
Worked with Portfolio Managers to help them manage assets of high net worth clients.
Jan 2008 - Mar 2014
Investment Representative, Td Direct Investing
As an Investment Representative, I performed market transactions for clients, including trades for equities, options, fixed income and other financial assets.
Jul 2006 - Jan 2008
1 education record
David Allison, Cfa education
FAQ
Frequently asked questions about David Allison, Cfa
Quick answers generated from the profile data available on this page.
What company does David Allison, Cfa work for?
David Allison, Cfa works for TD.
What is David Allison, Cfa's role at TD?
David Allison, Cfa is listed as Senior Portfolio Manager at TD Wealth Private Investment Counsel at TD.
What is David Allison, Cfa's email address?
AeroLeads has found 1 work email signal at @td.com for David Allison, Cfa at TD.
Where is David Allison, Cfa based?
David Allison, Cfa is based in Burlington, Ontario, Canada while working with TD.
What companies has David Allison, Cfa worked for?
David Allison, Cfa has worked for Td.
How can I contact David Allison, Cfa?
You can use AeroLeads to view verified contact signals for David Allison, Cfa at TD, including work email, phone, and LinkedIn data when available.
What schools did David Allison, Cfa attend?
David Allison, Cfa holds Bachelor Of Arts, Economics With A Concentration In Finance, Minor In Business from Carleton University.
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