Stephen Doney, Investment Advisor, Orangeville, ON | TD Waterhouse

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Stephen Doney - Orangeville, ON

Stephen DoneyCFP, CIM

Portfolio Manager, Investment Advisor

89 Broadway
2nd Floor
Orangeville, ON
L9W 1K2
Business: (519) 941-2717
Toll Free: (866) 641-2717
Fax: (519) 941-4128



Branch Phone: (866) 641-2717
Branch Fax: (905) 456-1949
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Hello and THANK YOU for clicking on my bio.

Since 1986 I have been working to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service. 

My process is simple and straightforward. First, I help you define your objectives through a comprehensive life discovery discussion. Then I analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy. My investment philosphy is a Strategic Asset Allocation process. 

There is an "Alliance of Strengths"  provided by working in collaboration with a team of experts within TD Bank Group  who specialize in wealth protection and insurance solutions, estate planning, trust services and charitable giving strategies, all of whom work to grow, protect and enhance our clients’ financial lives.

The Portfolio Manager designation that I have been awarded is only awarded to those individuals who exemplify the firm's highest standards to portfolio management. It allowing me to provide my clients the freedom to making day-to-day decisions for their investment portfolio.

Feel free to call and to set up an appointment to discuss some ideas or let us review your present investments and give you a complimentary second opinion.  

Thank you.

Investment & Wealth Management Strategies

At TD Waterhouse Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.

To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details. 



Investment StrategiesBanking and Credit ManagementRetirement PlanningProtecting Your AssetsProtecting Your IncomeTax ManagementPassing On Your WealthEducation FundingBusiness Succession PlanningPlanning for Major PurchasesCharitable GivingCircle of Wealth Considerations

Investment Strategies

Strategies and Solutions to Grow Assets Based on Your Objectives, Risk Tolerance and Constraints


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Meet the Team

Lee Ann Grimes
Sales Assistant
Business: (519) 941-3436
view moreemail me

Aileen Waithe
Sales Assistant
Business: (519) 941-2403
email me

Mike Gardner
Estate Planning Advisor
Business: (905) 501-8730
view moreemail me

Laima Alberings, LL.B., BA (Hons)
Estate Planning Advisor
Business: (905) 315-8402
email me

Tarsem Basraon
Senior Manager, High Net Worth Planning
Business: (905) 501-0812
email me


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