Phone

Office

Mobile

Office Location

20 Milverton Drive 2nd Floor Mississauga, ON L5R 3G2. map

Astute Wealth Counsel with Passion and Integrity

As a team of highly-experienced and accredited Portfolio Managers, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, quality and trustworthy advice they can fully understand.

Understanding that TRUST is a process, we begin to build it from our first meeting. We follow up to summarize what we’ve discussed and then build confidence over time by being consistent, giving insightful advice, demonstrating knowledge based on long experience, collaborating with the right TD specialists, investing our time generously, and communicating openly.

We strive to:

Be Stewards of Your Family's Wealth
Provide professional, quality and trustworthy advice in a manner that you can fully understand

Build strong relationships
Place your family as our top priority
Oversee your family's wealth and legacy planning
Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
Create your personal Investment Policy Statement (IPS) and manage your portfolio within guidelines determined together to help meet your goals and objectives
Issue statements that clearly show your returns and costs (Full online viewing access)
Provide objective advice based only on what’s right for you and does not depend on any product trailer fees or commission

Bridging Multiple Wealth Needs

We are committed to finding solutions for you beyond investment management and can connect you with TD specialists who have background in law and/or accounting to provide their expertise in the areas of Will & Estate Planning, strategic tax solutions, insurance planning and Business Succession. In addition, we can leverage our broad network across TD Bank Group and connect clients with the relevant specialists at Private Banking, Commercial Banking, personal and business mortgages and retail banking.

Owners and operators of family businesses can take advantage of the expertise of Business Succession Advisors at TD Wealth, who can deliver valuable advice regarding the transition of a business

Learn what it’s like to work with us - Ask us for references

Advantages of working with TD Wealth Private Investment Counsel

We can offer affluent investors an elevated wealth experience by utilizing the Four-Pillar approach to Wealth Management at TD Wealth:

Build Your Net Worth
Implement Tax-efficient Strategies
Protect what matters using insurance structures
Leave a Legacy using proper planning

TD Wealth Private Investment Counsel is an investment offering tailored for affluent clients that leverages the investment capabilities and rigour that TD Asset Management utilizes with Institutional clients such as pension funds and foundations.

Certificates

FCSI®

CIM®

CFA

Languages

English

Mandarin

Vietnamese

Hindi

Urdu

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth

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.

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.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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.

Let's Connect

Our Clients

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.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Astute Wealth Counsel with Passion and Integrity

Bridging Multiple Wealth Needs

Advantages of working with TD Wealth Private Investment Counsel

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Nick & Justina – Business owners teaming up with TD Wealth

Polly – Moving forward with the right financial plan