The Chasles Bruni Group

The Chasles Bruni Group

We act with integrity and work diligently to help you build your net worth, so you can focus on your priorities and achieve your vision for the future.

Our Approach

We firmly believe that everyone needs to understand their relationship with money and their personal values, determine their financial priorities and understand how everything comes together.

We work closely with you from the onset of our relationship to properly identify these aspects through a behavioural questionnaire, a values exercise and an investor profile questionnaire. We use your answers to create your tailored wealth strategy. We also establish a unique investment policy statement that incorporates your objectives, risk tolerance and asset mix.

We understand that these strategies evolve over time with different life events and needs. We follow-up with you and adapt your strategy with proper advice and guidance when needed.

Your Wealth Management Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3.Welcome to TD Wealth Private Investment Counsel

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4.Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5.On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Your Wealth Management Experience

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3. Welcome to TD Wealth Private Investment Counsel

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4. Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5. On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6. Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

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.

Our Clients