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Working together to help you achieve what truly matters to you
These are the goals of many high net worth investors. While you likely know what you want to achieve, you may not have the professional knowledge or experience to get there.
The good news is, my team and I can help.
We regularly help affluent investors who find themselves in transition: getting ready to retire, selling a business, going through a divorce, mourning the loss of a loved one, building a net-worth and planning to pass on wealth, tax efficiently, to the next generation. No matter your phase of life, we can help articulate your financial goals and devise a strategic plan for reaching them. You can turn to us for all of your wealth management needs.
By investing the time to discover what matters most to you and your family – and uncovering your financial blind spots – we can develop strategies to improve decision making and a wealth management plan that is tailored to your unique needs.
As part of TD Wealth Private Investment Counsel, our investment offering is supported by the same high-calibre methods, strategies and rigour used to counsel Canada’s largest pension funds and foundations.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
As Portfolio Managers, we have have a duty to always act in your best interest with unbiased objectivity.
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 applying for a mortgage, to buying a new car, to planning for retirement.
We have access to a broad range of resources and specialists, and can leverage their expertise, when appropriate, to help you meet your evolving needs through goals-based planning.
TD specialists can assist as needed with:
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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