The Doerr Kys Group
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Our approach requires gaining a deep understanding of not only your investments but of your total financial picture. This allows us to determine how financial decisions are reached; from taxes to trusts, to types of income and timing of distributions. As your trusted advisory team, we are dedicated to helping you reach a higher purpose for your wealth and to design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. The strength of our services rest firmly on the following four principles:
Unique Understanding
We believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.The TD Asset Management Advantage
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management (TDAM) with pension funds and foundations. We focus on risk-adjusted returns, not just returns. We focus on quality and follow a disciplined risk management framework.
True Diversification
We look beyond traditional asset classes, so your portfolio will be constructed and managed 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 our use of TDAM's alternative investment strategies your portfolio can have exposure to asset classes which have sources of return that are less reliant on the direction of the general markets.
Genuine Stewardship
Entrusting us with your financial affairs is a responsibility we don't take lightly. Our team has a duty to act in your best interest and we are committed to service excellence, transparency and cost-effective management of your portfolio. In addition, we can provide you access to specialists across TD Wealth and beyond, including:
- Private Banking
- Private Trust
- Insurance Services
- Will and Estate Planning
- Business Succession Planning
- Direct Investing
- Business Banking
We provide services to:
- Successful executives looking to enhance and grow their wealth,
- Professionals who need a trusted advisor to help with their personal assets and practice,
- Business owners with personal and business assets that need to be managed,
- Pre-retirees who need assistance with their retirement savings and planning,
- Retirees requiring innovative strategies,
- Professional athletes who receive high compensation and may need a sound investment plan,
- Well-established families seeking professional guidance in transferring wealth in a tax-efficient manner.
The Doerr Kys Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
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Helping achieve what truly matters to you and your family.
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.
Our Solutions
Investment Planning
Transfer of Wealth
Retirement Planning
Nick & Justina – Business owners teaming up with TD Wealth
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
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.
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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