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The Bergson Dwyer Group

Wealth management that evolves as your needs, priorities and circumstances change over time

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Our Client-Centered Approach

Our clients' needs and goals are deeply personal. Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your unique strategy that fits your goals. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.

We believe that your personal wealth strategy is key to your financial success. However, before we can begin to build your plan, we take the time to develop a deep understanding of you.

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A Boutique Investment Offering Within TD Wealth

Our boutique investment offering is supported by the same high caliber investment methods and rigour used by TD Asset Management with its institutional clients such as pension funds and foundations

As professionals trusted by generations of affluent Canadians and corporations, we understand their unique and complex needs.

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Our Clients

Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations
They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities


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Our Service Commitments

  • Ongoing discovery
  • Timely Reporting
  • Comprehensive portfolio reviews tailored to you
  • A transparent approach to fees
  • A relationship manager supported by a team focused on helping you achieving your goals

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The Bergson Dwyer Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(877) 377-4677

Additional Information

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Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed stays dovish and pledges to keep rates steady

The Federal Reserve stresses it won’t raise interest rates until the U.S. economy shows tangible evidence it has fully recovered from COVID-19 and that there are persistent inflationary pressures. Kim Parlee speaks with Priya Misra, Global Head of Rates Strategy at TD Securities.

Estate Freeze: Is it right for my business?

With retirement on the horizon, an estate freeze can allow a business owner to gradually transfer a business to the next generation while also dealing with tax concerns proactively. Kim Parlee speaks with Georgia Swan, a Tax and Estate planner with TD Wealth.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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