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Glen Dawson

Wealth Advisor

Working together to help you achieve what truly matters to you

As a Wealth Advisor with TD Wealth Private Wealth Management, I work with a team of TD specialists to assist high net-worth families with investable assets of $1 million+ and help them achieve their financial goals and dreams.

The cornerstone of my approach is investing time in a legendary Discovery conversation to learn about my client's lives, dreams and experiences. This intimate approach allows me to prepare a personalized Wealth Strategy for my clients engaging TD specialists in all facets of TD Wealth's 4 Pillars of Wealth Management: 

1. Building net worth:
In collaboration with TD specialists, I can help grow your net worth by identifying credit strategies, banking solutions, and investment solutions that match your current lifestyle and needs.

2. Implementing tax-efficient strategies:
Working with your current trusted professionals and TD specialists, I can create an integrated wealth strategy that will structure your investment portfolio, real estate and other financial assets to help reduce tax, reduce potential liability, and help maximize after-tax income.

3. Protecting what matters:
Life is filled with uncertainty and we deliver advice and solutions to help protect the things you value at every life stage. Through comprehensive strategies and connecting you with a TD specialist in trusts, estates and other risk mitigation products, we will help ensure your Wealth Strategy works.

4. Leaving a legacy:
We will explore estate planning, trusts, gifting strategies, and philanthropy to help you optimize the transfer of your wealth. I believe this is a key Wealth Essential need that is often overlooked.

I differentiate myself from other Advisors with a broad skill-set, unique life experiences, and a history of personal successes. My life and career have challenged me to work hard, diversify my interests, and to set goals, exceed expectations, and to continuously self-improve. In the years' ahead, I hope to continue to meet these challenges.

I joined TD Wealth in October 2010 and I have over 20 years' experience working with some of Canada's most successful families and their businesses. During my lifetime in financial services, I have worked in cities across Canada in wealth management, private banking, commercial lending, and trade finance.  

I have a Master of Business Administration (MBA) from the Ivey Business School at the University of Western Ontario and a Bachelor of Commerce (hons) with distinction from the University of Manitoba. I also studied at the University of Plymouth, England and the University of Melbourne, Australia on international exchange.  

I hold the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI®). I am also a proud graduate of St. Paul’s High School in Winnipeg, Manitoba where my father taught mathematics for over 35 years.

I am active in the community and I currently volunteer with the Wood’s Homes Foundation in Calgary, Alberta. In my spare time, I like to jog, golf, snowboard, travel and enjoy a glass of wine with family and friends.

 

ADDITIONAL CONTACT

Branch Office: (403) 503-4800

LANGUAGES

English

EDUCATION

Bachelor of Commerce (hons), MBA, Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FCSI®)

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.

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