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Jonathan Kirby

Wealth Advisor

  • CFP®
  • PFP®

Working together to help you achieve what truly matters to you

My goal is assisting clients and being part of a unique team to best serve them. With an extensive bench of team members supporting me, I am able to provide unparalleled professional service and advice. Assisting each individual client with their unique financial goals of wealth accumulation, preservation and distribution is my business. Working with me you will find dedication and attention to you and your families in helping you achieve your financial goals and aspirations. Through my extensive experience and knowledge I will work together with you and your family to help you achieve your financial goals.

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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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.

Q1 and Q2: A tale of two quarters. What’s next?

With the first half of 2020 behind us, equity markets have been resilient despite the uncertainty caused by COVID-19. Equity markets recovered quickly after falling into the fastest bear market in history. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management.

Ask MoneyTalk: With rates low, I’m thinking of upgrading my cottage. What tax strategies should I consider?

If you're spending more time at the cottage or cabin this summer, you may begin thinking about ways you can improve it. Ian Lebane, a Tax and Estate Planner with TD Wealth offers some tax strategies to consider that can help make the most of your investment in your property.

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.  

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