Why The Bergson Dwyer Group?
A duty to act in your best interest
We act honestly, in good faith, and strictly in the best interest of the clients or beneficiaries. We act as responsible stewards of your wealth. Investment decisions must be independent, free of bias and what's right for you.
As a client of ours, we will:
As a client of ours, we will:
- Work with you to understand your financial circumstances
- Develop a personal Investment Policy Statement (IPS) to summarize and document your investment goals
- Implement investment strategies to help you meet those goals
- Measure and monitor your portfolio on an ongoing basis
- Rebalance your portfolio as necessary
- Keep you informed of your progress toward your financial goals
TD Wealth Private Investment Counsel
TD Wealth Private Investment Counsel was founded in 1991 with the purpose of providing a premier level of investment management services to high-net-worth individuals, families, foundations, endowments and pensions.
A leading professional investment management firm managing over $45.6 Billion in assets as of the end of March 2024. We offer multiple styles of equity and fixed income management and build custom investment portfolios for individuals, corporations and charitable organizations who are seeking:
A leading professional investment management firm managing over $45.6 Billion in assets as of the end of March 2024. 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
Entrusting us with your financial affairs is a responsibility we don’t take lightly
As your dedicated relationship managers we can provide you access to specialists across TD Wealth and beyond, including:
