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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.
We understand that your time is important. That’s why we promise to deliver your wealth strategy document within the first 12 months of our collaboration. After the first year, we establish a clear set of touchpoints for the coming years to ensure that we are present for you and those that matter to you proactively throughout your financial journey.
We find solutions that match our clients’ unique realities. If we do not have the resource you need at TD, we can provide you with the names of several external service providers.
*Some services are provided by TD Specialists
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy that meets those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.
Our disciplined strategic process leverages a diverse group of industry professionals from across TD Asset Management and TD Wealth to harness the thought leadership of the TD Wealth Asset Allocation Committee, the Wealth Investment Policy Committee and the Wealth Investment Management Committee.
The underlying mandates of our client portfolios are managed by TD Asset Management Inc. (TDAM), a well-established and respected asset manager in Canada. Together, we use the same high-calibre methods and rigour that TDAM uses when managing pension funds, corporate assets, and foundation assets to manage goals-based portfolios.
The Chasles Bruni Pelletier 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.
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.