Our approach requires gaining a deep understanding of not only your investments but of your total financial picture. This allows us to determine how financial decisions are reached; from taxes to trusts, to types of income and timing of distributions. As your trusted advisory team, we are dedicated to helping you reach a higher purpose for your wealth and to design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. The strength of our services rest firmly on the following four principles:
We believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
The TD Asset Management Advantage
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management (TDAM) with pension funds and foundations. We focus on risk-adjusted returns, not just returns. We focus on quality and follow a disciplined risk management framework.
We look beyond traditional asset classes, so your portfolio will be constructed and managed to help manage risk and navigate an ever-changing investment landscape. The portfolio we build for you can included a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio. Through our use of TDAM's alternative investment strategies your portfolio can have exposure to asset classes which have sources of return that are less reliant on the direction of the general markets.
Entrusting us with your financial affairs is a responsibility we don't take lightly. Our team has a duty to act in your best interest and we are committed to service excellence, transparency and cost-effective management of your portfolio. In addition, we can provide you access to specialists across TD Wealth and beyond, including:
- Private Banking
- Private Trust
- Insurance Services
- Will and Estate Planning
- Business Succession Planning
- Direct Investing
- Business Banking
We provide services to:
- Successful executives looking to enhance and grow their wealth,
- Professionals who need a trusted advisor to help with their personal assets and practice,
- Business owners with personal and business assets that need to be managed,
- Pre-retirees who need assistance with their retirement savings and planning,
- Retirees requiring innovative strategies,
- Professional athletes who receive high compensation and may need a sound investment plan,
- Well-established families seeking professional guidance in transferring wealth in a tax-efficient manner.