Adam Devenyi, Private Banker,Whitby, ON

Phone

Office

Office Location

209 Dundas Street East, 5th Floor Whitby, ON L1N 7H8. map

Private Banking

At TD Wealth, we believe that each client's needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve and we can do that only by fully understanding you. That's why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Collaborations with TD specialists like Commercial Bankers, Tax and Estate Planners, Business Succession Planners, Investment Advisors, and Portfolio Managers help ensure that the advice my clients receive is holistic.

As a Senior Private Banker, with TD Wealth Private Banking I understand the often complex needs that go hand in hand with busy lifestyles and growing wealth. As your dedicated Senior Private Banker, I will be your primary point of contact to assist you with all your personal banking needs. I, along with an experienced and dedicated support team, will work with you and your family to create and implement a comprehensive banking plan that is tailored to fit your individual and family goals. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.

History

With over 15 years of experience in banking - including time spent dedicated to serving business banking clients, over 5 years spent in retail branch management, and the past 7 years as a trusted Senior Private Banker - I specialize in designing tailored debt strategies that help clients build their net worth over time. I work closely with entrepreneurs, farmers, and other high net worth professionals across various industries, providing expertise on complex credit structures and long-term wealth planning.

About Me

Outside of work, I live in Cobourg with my spouse, our two children, and our energetic dogs. I'm actively involved in my community as a volunteer soccer coach, a referee, officiating all across Ontario from the spring into the fall in competitions ranging from college and university to semi-professional, and a referee assessor. In my spare time, I enjoy training for and racing in distance runs, finding that the discipline and focus it requires mirrors the approach I bring to both my professional and personal life.

Certificates

B.Comm.

Languages

English

Education

University of Ontario Institute of Technology (UOIT) B. Comm. (Hons.)

Dedicated To Helping You Achieve Your Vision Of Success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Credit Solutions

We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect