Our Clients
The Client Journey
We pride ourselves on understanding you and your priorities. As a client, your journey starts with a discovery session that establishes a deep understanding of who you are by actively listening and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
After the initial discovery session, we craft a custom wealth plan which can include investment management, retirement planning, tax-efficient strategies, risk mitigation, estate planning and philanthropic goals. Whether you are making a life transition or planning for the future, working with us brings a sense of financial well-being.
After the initial discovery session, we craft a custom wealth plan which can include investment management, retirement planning, tax-efficient strategies, risk mitigation, estate planning and philanthropic goals. Whether you are making a life transition or planning for the future, working with us brings a sense of financial well-being.
The Client Experience
As Portfolio Managers, we have a duty to act in your best interest with unbiased objectivity. We are held to a higher standard of ethics and oversight – a responsibility we never take lightly.
In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from investment management, to retirement and estate-planning strategies.
As my client, you can expect:
In addition, our team is committed to service excellence, transparency and effective cost control. We are available and responsive; clients regularly turn to us to for straightforward, direct and thoughtful answers to their questions and concerns. In short, we are their go-to resource for every critical financial decision they make – from investment management, to retirement and estate-planning strategies.
As my client, you can expect:
- Ongoing discovery
- Timely reporting
- Regular portfolio reviews
- Investment Policy Statement
- Investment Planning
- A transparent approach to fees
- Continuing education to stay relevant and informed to best advise you
As my client, you can expect:
- Ongoing discovery
- Timely reporting
- Regular portfolio reviews
- Investment Policy Statement
- Investment Planning
- A transparent approach to fees
- Continuing education to stay relevant and informed to best advise you
Collaboration with TD specialists on goals-based planning
We also work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group, when appropriate, to bring you tailored high net worth planning solutions.
- Retirement Planning
- Tax Mitigation Strategies
- Business Succession Advice
- Customized Credit
- Asset Protection Strategies
- Philanthropic Planning
- Private Banking
Our Clientele is Truly Diverse:
- Retirees
- Professionals (medical doctors, dentists, engineers, accountants, lawyers)
- Business owners and entrepreneurs
- High-net-worth families and individuals
- Foundations and not-for-profit organizations
- Farm and land owners
- Estates & trusts
- Lottery winners
Reach out to get more information about our comprehensive wealth offering.
I look forward to working with you!
- Christian Tchir, CFA, CFP
Reach out to get more information about our comprehensive wealth offering.
I look forward to working with you!
- Christian Tchir, CFA, CFP
I look forward to working with you!
- Christian Tchir, CFA, CFP
