Skip to main content

Dana Lovelace

Senior Private Banker

  • FCSI®
  • CIWM
  • PFP®

"Working together to help you achieve what truly matters to you"

As an experienced wealth professional Dana brings more than 30 years of financial services experience in providing wealth, banking and complex credit solutions to high net worth clients and their families. Dana joined TD Wealth in October 2014 where he leverages his experiences of branch banking, including eight years in branch management.

Dana is passionate about his client’s financial and personal well-being and he strives to deliver outstanding levels of personal banking service. His experience in wealth management, private banking, financial planning, retirement strategies, and retail lending provide Dana the ability to advise his clients and their families in a comprehensive and integrated manner.  As a Senior Private Banker, Dana works to help you meet your unique and complex financial needs and may recommend a number of cash management, short-term investment and credit solutions. He can engage TD Specialists who can assist in the area of trust and estate planning, business banking, philanthropic giving, and High Net Worth planning.

Dana is a graduate of the University of Calgary with a Bachelor of Administration degree in Economics. He has earned the Personal Financial Planner (PFP) Designation, Specialist in Financial Counselling (SFC) Designation, Certified International Wealth Manager (CIWM) designation, and Fellow of the Canadian Securities Institute (FCSI) designation .

Dana is active in the community, and volunteers at many TD client events. In his spare time he enjoys golfing, curling, and spending time with his family.

ADDITIONAL CONTACT

Branch Office: (403) 503-4800

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?