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Jeff Rolke

Wealth Advisor

  • CIWM
  • FMA
  • PFP®

Working together to help you achieve what truly matters to you

As a Wealth Advisor with TD Wealth Private Banking, I work with a team of banking and wealth professionals to provide a select group of clients and their families with tailored financial counsel and services.

I have led an extensive career at TD that has spanned over 25 years, specializing in advising high-net-worth clients and their families.  To help me advise my clients I have obtained designations in Financial Management Advisor (FMA), Personal Financial Planning (PFP) and most recently Certified International Wealth Manager (CIWM).

As a dedicated Wealth Advisor, I design comprehensive banking, personalized lending and flexible credit packages for my clients. Through TD Wealth Private Banking, I work with a team of specialists that can provide access to a wide range of advice – including investments, estate planning, trusts, and business succession planning.

To provide personalized service and attention to detail, my team and I work with a limited number of clients. I believe the key to our success is building strong and lasting client relationships with a deep understanding of client's goals and ambitions to help them realize and fulfill their dreams.

ADDITIONAL CONTACT

Branch Office: (905) 501-8105

LANGUAGES

English

Meet The Team

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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?