Sean Vosburgh
Working together to help you achieve what truly matters to you
To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you.As your needs change and evolve over time, so will the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Discretionary Portfolio Management
Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities. Based on a personalized Investment Policy Statement, your Portfolio Manager will regularly review your investment strategy and discuss any recommended adjustments. Changes in your life, emerging economic and market trends and opportunities, as well as Portfolio performance, will guide the ongoing portfolio management process.
Investment and Retirement Planning
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
Tax Planning Strategies
You’ve worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Asset Protection Strategies
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
Business Succession Advice
Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to:
Help create a succession plan that outlines your expectation for the continuity of your business.
Recommend strategies for reducing your tax burden, enhancing the value of your business, and growing your wealth.
Estate Planning and Trust Services
You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
Philanthropic Planning
Charitable giving is about creating opportunities to help those in need and to support causes that matter to you. The Private Giving Foundation is a platform to help you create such opportunities. As an independent public charity dedicated to encouraging charitable giving in Canada, they help you build a legacy of helping others.
Private Banking Solutions
As part of TD Wealth Private Wealth Management, you can enjoy the exclusive benefits and personalized support offered through our Private Banking services. With our Private Bankers, you can expect personal service that includes carefully crafted solutions made to help you achieve your wealth management goals.
View Our Team Brochure
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Empowering Your Financial Future
Investment Planning
Retirement Planning
Will and Estate Planning
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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