Warren Bury

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Warren Bury

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(905) 474-2353

Office Location

85 Enterprise Boulevard Suite 308 Markham, ON L6G 0B5. map

For more than 25 years, Warren has specialized in working with high net worth individual and corporate clients to create tailored portfolios, helping them to preserve and grow their wealth. 

He has been taking a comprehensive approach considering the unique circumstances of each family.  This approach is based on the TD Wealth Investment and Wealth Planning Process, which includes relevant wealth considerations such as retirement planning, portfolio management, insurance strategies and estate planning strategies, and tax minimization strategies. 

In addition to being a graduate of the University of Western Ontario, Warren has obtained the Personal Financial Planner (PFP® ) designation and completed the Canadian Securities Institute's (CSI) Partners, Directors and Senior Officers Course and the Options Supervisors Course. These continuing education courses coupled with his previous working experience as a Branch Manager, gives Warren a very strategic angle when it comes to delivering wealth management solutions to clients.

In client/advisor relationships, trust is always the essential component. Warren believes his strict confidentiality and honesty is very much appreciated and recognized by his clients.


Phone

Toll Free

(877) 974-2353

Fax

(905) 474-3783

Branch Phone

(905) 474-5818

Branch Fax

(905) 474-3783

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Quarterly Exchange | Summer 2023

Summer 2023 Edition

Rates are rising: Here are some of the ways that could impact you

Higher interest rates can affect the cost of borrowing, investment performance and savings rates. To help you make sense of Canada's rising rates, we've compiled this short guide.

Quarterly Exchange | Summer 2023

Finding calm during market volatility

Huge drops in your portfolio can be scary. How you handle it can make a big impact on your finances..

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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Introduction to Structured Notes