Craig Loveys

Craig Loveys

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(905) 474-1924

Office Location

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

Since 1996, I have been providing investment advice to high net worth families to help them preserve and grow their wealth. I take the time to discover what truly matters to our clients and create customized wealth solutions to help them achieve their goals.

As a dedicated relationship manager, I help our clients realize their vision of success by utilizing a team of TD specialists with experience in everything from investment advice, estate and trust planning, to business succession, tax planning and charitable giving.

I hold a BA (Honours) Economics degree from Queen's University.  I am a Senior Investment Advisor with TD Wealth Private Investment Advice. I am also a Life Insurance Advisor through TD Wealth Insurance Services.

I live in Markham with my wife and three children. In my time away from the office I enjoy cycling, fitness, golf and volunteering in the community.

Phone

Toll Free

(877) 974-1924

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.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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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Money Talk

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Hear what matters.
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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Introduction to Structured Notes