Andrew Preston
Wealth Advisor
BCom Finance
Working together to help you achieve what truly matters to you
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Office Location
With over 10 years of banking experience, it is Andrew's responsibility to introduce existing TD clients, as well as valued prospective clients to the world of private wealth management, and to bring to life all of what TD Wealth can do to help simplify the financial lives of high-net-worth clients.
Andrew seeks to find out what truly matters most to the client, and how TD Wealth's platform can support each unique individual, family and organization. From core banking and credit, tailored investment management, to medium-long term considerations like Will & Estate planning, Andrew is there to act as lead and guide of the wealth strategy more broadly.
Andrew began his career in financial services in 2010, and has held roles in retail banking, business banking, and corporate banking. Most recently, he has spent the last five years in management within the branch network at various branch locations in Halifax. He has a Bachelor of Commerce Degree with a Major in Finance from Saint Mary's University.
Certificates
BCom Finance
Languages
English
Our Process
Your wealth management experience
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Our People
You
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Portfolio Management
Investment Advice
Private Banking
Estate and Trust Services
Wealth Advisory Services
Direct Investing
Small Business Banking
Commercial Banking
Capital Market Services
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Transfer of Wealth
Our Clients
Nick & Justina – Business owners teaming up with TD Wealth
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.
Polly – Moving forward with the right financial plan
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.
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.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
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Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Monthly Perspectives: Institution Evolution
PDF
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
Article
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
Article
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.