The Bergson Dwyer Group
Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations
As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.
Entrusting us with your financial affairs is a responsibility we don’t take lightly.
As your Portfolio Managers we have a duty to act in your best interest. We are committed to service excellence, transparency and cost-effective management of your portfolio. As your dedicated relationship managers we can provide you access to specialists across Private Wealth
Management and beyond, including:
- Private Banking
- Private Trust
- Wealth Insurance Services
- Will and Estate Planning
- Business Succession Planning
- Direct Investing
- Business Banking
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape.
The portfolio we build for you can include a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio. Through TDAM’s alternative investment strategies your portfolio
can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.
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.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
WIO: Portfolio Strategy Quarterly | Q4 2024
Our Q4 2024 Portfolio Strategy Quarterly, "U-Turns" is now available! This year’s rally comes compliments of a sharp policy U-turn that saw global central banks begin to drop interest rates. Another potential U-turn is the U.S. election. As such, it’s a good time to revisit your portfolio allocation. Discover more in this edition of PSQ.
WIO: Monthly Perspectives
Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.