What We Do
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.
Providing access to Discretionary Investing
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.
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
One transparent, asset-based fee with no commission per trade lets us focus on drivnig your portfolio's success without worrying about the cost of trades.
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
