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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
381 King Street West 3rd Floor Kitchener, ON N2G1B8Map
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and the TD specialists we engage have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Working alongside our practice, clients gain access to discretionary investing and no longer have to make daily investment decisions. By entrusting our team, your wealth is managed for you, not just with you, so that you're free to focus on your other priorities.
We can drive your portfolio’s long-term objectives, while responding quickly to sudden opportunities and recognizing potential risks. Our strategy is guided by the customized wealth management plan we develop; it is based on your objectives and financial situation and sets out the asset allocation and diversification of your portfolio.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.