1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
The Chasles Bruni Group
The Chasles Bruni Group
We act with integrity and work diligently to help you build your net worth, so you can focus on your priorities and achieve your vision for the future.
Our Approach
We firmly believe that everyone needs to understand their relationship with money and their personal values, determine their financial priorities and understand how everything comes together.
We work closely with you from the onset of our relationship to properly identify these aspects through a behavioural questionnaire, a values exercise and an investor profile questionnaire. We use your answers to create your tailored wealth strategy. We also establish a unique investment policy statement that incorporates your objectives, risk tolerance and asset mix.
We understand that these strategies evolve over time with different life events and needs. We follow-up with you and adapt your strategy with proper advice and guidance when needed.
We work closely with you from the onset of our relationship to properly identify these aspects through a behavioural questionnaire, a values exercise and an investor profile questionnaire. We use your answers to create your tailored wealth strategy. We also establish a unique investment policy statement that incorporates your objectives, risk tolerance and asset mix.
We understand that these strategies evolve over time with different life events and needs. We follow-up with you and adapt your strategy with proper advice and guidance when needed.
Our Promise
We understand that your time is important. That’s why we commit to delivering your wealth strategy document within the first 12 months of our collaboration. After the first year, we establish a clear set of touchpoints for the coming years to ensure that we are present for you, and those that matter to you, proactively throughout your financial journey.
Your Wealth Management Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Welcome to TD Wealth Private Investment Counsel
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Wealth Management Experience
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to TD Wealth Private Investment Counsel
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
A Boutique Investment Offering Within TD Wealth
We utilize a pension-style approach.
As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs. Our boutique investment offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
The underlying mandates of our client portfolios are managed by TD Asset Management Inc. (TDAM), a well-established and respected asset manager in Canada. Together, we use the same high-calibre methods and rigour that TDAM uses when managing pension funds, corporate assets, and foundation assets to manage goals-based portfolios.
As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs. Our boutique investment offering is supported by the same high calibre investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations.
The underlying mandates of our client portfolios are managed by TD Asset Management Inc. (TDAM), a well-established and respected asset manager in Canada. Together, we use the same high-calibre methods and rigour that TDAM uses when managing pension funds, corporate assets, and foundation assets to manage goals-based portfolios.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
High net worth individuals and families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Testamentary trusts
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
Foundations and non-profit organizations
We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.
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.
