The Corcoran Cham Group

The Corcoran Cham Group

Working together to help you achieve what truly matters to you

Phone

Office

(604) 659-7411

Office Location

700 West Georgia St. 10th Floor Vancouver, BC V7Y 1A2. map

At The Corcoran Cham Group, we believe wealth means so much more than just money.  We are very aware and account for the fact that, with every decision you make with your wealth, it affects you and your life.  We are passionate about helping you create purpose for your wealth, so that you and your loved ones experience it in a way that is authentic and meaningful to you.

With decades of combined experience and a deep knowledge of the challenges that face our clients, D'Arcy and Jeremy are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your goals and objectives and then develop a strategy to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.

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.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Disciplined process

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.Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

4.On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

5.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.

6.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.

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. Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

4. On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

5. 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.

6. 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.

Integrated wealth services

We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:

Retirement plan

Retirement Plan

Tax mitigation strategies

Tax mitigation strategies

Business succession advice

Business succession advice

Private banking solutions

Private banking solutions

Customized credit

Customized credit

Asset protection strategies

Asset protection strategies

Philanthropic planning

Philanthropic planning

Estate and trust services

Estate and trust services

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.

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