Adam Devenyi, Private Banker, Whitby, ON | TD Wealth

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(905) 665-5275Telephone number
209 Dundas Street East, 5th Floor Whitby, ON L1N 7H8Map

Private Banking

At TD Wealth, Private Banking, the clients we serve are just as diverse as the advice we provide. From customized day-to-day banking to complex borrowing and credit solutions, my clients and their families receive the advice they need to Build their Net Worth; Protect What Matters; Implement Tax Efficient Strategies; and Leave a legacy.

Collaborations with various TD specialists like Commercial Bankers, Tax and Estate Planners, Business Succession Planners, Investment Advisors and others ensure that the advice my clients receive is holistic. Pulling from over 10 years of retail banking experience, including 5 years in various branch management positions, I provide service of the highest levels, to help ensure the advice my clients receive is just as valuable.

History

Previous to my time with TD Wealth, I spent 10 years in the retail banking network with TD Canada Trust. This includes over 2 years as a Small Business Advisor. I spent 5 years in various branch management positions that took me from Whitby to the Kawartha Lakes. Most recently, I was the Branch Manager at a TD Canada Trust in North Oshawa for nearly 2 years.

About Me

Outside of work, you'll find me enjoying my season seats at a Toronto FC match, refereeing soccer across Ontario at a Provincial level, spending time with my Golden Retriever, Archer, and occasionally working on my golf game.

ADDITIONAL CONTACT

Fax: (905) 665-8472

LANGUAGES

English

EDUCATION

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

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Meet The Team

Private Client Service Associate

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry 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.

Wealth Considerations

Banking and Credit Management

Planning for Major Purchases

Tax Management

Investment Strategies

Retirement Planning

Protecting Your Assets

Passing on Your Wealth

Education Funding

Business Succession Planning

Charitable Giving

Banking & Credit Management

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

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