The Bergson Dwyer Group

Welcome to The Bergson Dwyer Group
A Boutique Investment Offering Within TD Wealth

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.

Benefits of Discretionary Investing

  • You no longer have to make daily investment decisions. You can Entrust them to our team. We can manage your money for you, not just with you.
  • One transparent, asset based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
  • Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

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 2023

"We"
Portfolio Strategy Quarterly
Q4 2023

WIO: Monthly Perspectives

For the holidays this year, fixed income investors wanted only one thing (and it wasn’t their two front teeth). The ascent of long-term yields over the past two years — from 1.50% in early 2022 to around 5% in October 2023 — led to some of the leanest months in modern history for bond investors. By the beginning of Q4, bond investors were bracing for the unprecedented possibility of a third straight year of losses. What they desperately needed was a rally — and boy did they get one.