The Ferris DiGregori Group
![The Ferris DiGregori Group](mediahandler/media/653179/Team Photo Cropped 2.jpg)
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.
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.
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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.
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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Investment Planning
Retirement Planning
Transfer of Wealth