The Ferris DiGregori Group

Toronto
The Ferris DiGregori Group
The Ferris DiGregori Group

A comprehensive approach to helping you build and protect your wealth

Our team provides bespoke wealth and investment management solutions to a select group of personal and institutional clients including high net worth families, business owners, professionals, foundations, trusts, and corporations. We have extensive experience working with wealthy clients from diverse backgrounds and provide holistic wealth solutions to meet their distinct needs.

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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.

What We Offer

1: Unique Understanding
We pride ourselves on engaging in a unique and collaborative consultation to develop a deep understanding of you and your priorities.

2: The TDAM Advantage
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management with pension funds and foundations.

3: True Diversification
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape. Through our alternative investment strategies, your portfolio can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.

4: Genuine Stewardship
Entrusting us with your financial affairs is a responsibility we don't take lightly. As Portfolio Managers, we have a duty to act with integrity, competence, diligence, and in an ethical manner and to place our clients' interests above our own and that of the firm's.

5: Discretionary Investing
By entrusting our team, your wealth is managed for you so that you're free to focus on your other priorities. You no longer have to make daily investment decisions and we can drive your portfolio’s long-term objectives while responding quickly to sudden opportunities and recognizing potential risks.

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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The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

New Thinking

Incorporating ESG factors in your portfolio

A behavioural perspective on wealth

An alternative approach to investing

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Click here to learn about our fee schedule