Astute Wealth Counsel with Passion and Integrity
As a team of highly-experienced discretionary advisors, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, high-quality and trustworthy advice they can fully understand.
Understanding that trust is a process, we begin to build it from our first meeting. We follow up to summarize what we’ve discussed and then build confidence over time by being consistent, giving insightful advice, demonstrating knowledge based on long experience, collaborating with the right TD specialists, investing our time generously, and communicating openly.
We strive to:
- Provide professional, high-quality and trustworthy advice in a manner that you can fully understand.
- Build strong relationships.
- Place your family as our top priority.
- Oversee your family wealth and legacy planning.
- Provide advice you may not have received from your accountant, tax advisor or financial planner.
- Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.
- Honour your risk tolerance.
- Issue statements that clearly show your returns and costs.
- Provide objective advice based only on what’s right for you and does not depend on any product kick-backs or compensation to us.
- Deliver smart, adaptable, efficient, reliable, easy-going, caring and accommodating wealth services.
Bridging Multiple Wealth Needs
We are committed to finding solutions for you beyond investment management and can connect you to specialists across TD Bank Group and third-party advisors. These specialists can provide commercial banking, private banking, business loans, insurance strategies, mortgages, Wills, estates, trusts, and strategic philanthropy solutions.
Many of our clients are owners and operators of family businesses who have recently had a liquidity event or require assistance transitioning wealth, and TD business succession planners can deliver valuable advice.
Learn what it’s like to work with us.
We would be happy to connect you with some of the clients we have advised for a long time.
Advantages of working with TD Wealth Private Investment Counsel
We can offer affluent investors an elevated wealth experience through five key differentiators: