The Collins McDonald Group

Introducing The Collins McDonald Group with an expanded suite of wealth services.

Together, we are dedicated to providing attentive and comprehensive services and helping to care for your financial wellbeing. We look forward to personally welcoming you to our team and serving your family's needs in our new cohesive capacity.

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.

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Understanding

We take the time to understand your needs, dreams and aspirations.

Confirmation

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

Determine Solutions

Our team works together to develop a personal strategy that is designed to help you meet your goals.

Present Solutions

We present your strategy to you for discussion and approval.

Implement Solutions

We work with you to put your strategy into action.

Ongoing Management and Review

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

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Providing access to Discretionary Investing

By entrusting our team with the highest level of fiduciary care through discretionary management, you are liberated to focus on what is important to you and your family.  

We will optimize and drive your portfolio’s long-term objectives, while responding quickly to opportunities and mitigating potential risks.

Our strategy is guided by the customized wealth management plan we develop with you; it is structured  by your objectives, risk tolerance, financial situation and establishes the parameters of the asset allocation and diversification of your individual portfolio.

Investment Decisions

You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.

Transparent Fees

One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.

Swift Decision Making

Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

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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Money Talk

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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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