Financial solutions tailored to your evolving needs
Growing your wealth. Protecting what matters. Maximizing tax saving opportunities. Leaving a legacy for the next generation.
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 a transition: getting ready to retire, selling a business, going through a divorce, mourning the loss of a loved one, building a networth for yourself and your family and planning to pass on their wealth tax efficiently to the next generation . If you find yourself in this phase, we can help you articulate your financial goals and devise a strategic plan for reaching them. You can turn to us for all of your wealth management needs.
Our mission is to be the trusted advisor for affluent Canadians and their families by developing a robust plan that help them plan for the future, counter adversity and uncertainty in life.
We pride ourselves on understanding you and your priorities.
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.
A disciplined approach
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.
Putting your interests first
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.
Offering comprehensive strategies
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:
Deep Discovery + Disciplined Approach + Comprehensive Strategy =
Trust and Confidence