Honest
We act honestly, in good faith, and strictly in the best interest of our clients.
Discovery
Discovering what matters most to you
Portfolio Management
A Fiduciary Duty to Every Client
At TD Wealth Private Investment Counsel, we believe in building long-lasting relationships that evolve as your needs change over time. Whether your circumstances are straightforward or complex, we’re dedicated to delivering tailored wealth management strategies that will help you achieve your goals.
What does that mean for you?
Responsible
We act as responsible stewards of your wealth.
Independent
Investment decisions must be independent, free of bias and what's right for you.
Who We Are
We offer multiple styles of equity and fixed income management and build custom investment portfolios for individuals, corporations and charitable organizations who are seeking:
- Consistent Performance
- Effective Risk Management
- Effective Cost Control
- A Trusted Relationship
Contemporary Portfolio Management
Our investment approach acknowledges that no single security, asset class or market can be expected to provide consistent returns. Instead of a traditional balanced portfolio containing cash, fixed income and equities our portfolios represent a fusion of investments from multiple asset classes and strategies, which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.
True Diversification
Where appropriate, we believe in providing our clients with a well constructed investment plan that offers true diversification. One that balances broad asset allocation, risk-factor diversification with a deep understanding of financial behavior.
Philosophy: Portfolio management begins and ends with a well-defined investment philosophy, a determined portfolio construction process and a robust commitment to risk management.
Asset Class: A greater spectrum of asset classes which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.
Risk Factor: Investment portfolios have a kind of DNA, composed of numerous risk factors some of which include Equity, income, volatility, liquidity, real asset and foreign exchange.
Behaviour: We all have investing blind spots and we use discovery tools to help clients make better decisions by better understanding themselves.
Philosophy: Portfolio management begins and ends with a well-defined investment philosophy, a determined portfolio construction process and a robust commitment to risk management.
Asset Class: A greater spectrum of asset classes which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.
Risk Factor: Investment portfolios have a kind of DNA, composed of numerous risk factors some of which include Equity, income, volatility, liquidity, real asset and foreign exchange.
Behaviour: We all have investing blind spots and we use discovery tools to help clients make better decisions by better understanding themselves.
Onboarding Process
Learn more about what to expect during the client onboarding process
Strategy
Designing your comprehensive investment and wealth strategy
Investment
Crafting your Investment Policy Statement
Implementation
Implementing and monitoring your strategy
TD Specialists
Introducing additional TD specialists, if applicable
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
