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At The Corcoran Cham Group, we believe wealth means so much more than just money. We are very aware and account for the fact that, with every decision you make with your wealth, it affects you and your life. We are passionate about helping you create purpose for your wealth, so that you and your loved ones experience it in a way that is authentic and meaningful to you.
In our work together, we will employ a disciplined, tried and true approach to managing your wealth. We will create a personalized strategy to suit your needs and to weather all of life's stages centered upon the Four Pillars of Wealth:
With decades of combined experience and a deep knowledge of the challenges that face our clients, D'Arcy and Jeremy are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your goals and objectives and then develop a strategy to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.
Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication. Where it's appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management.
Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. In creating your unique portfolio, we draw from the same high-calibre people and methods used by TD Asset Management with pension funds and foundations to bring a boutique investment offer to our clients. By leveraging this institutional thought leadership, we're able to look beyond traditional asset classes to help manage risk and navigate an ever-changing investment landscape.
The Corcoran Cham 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.
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will help ensure you’re on track to achieve the future you envision for yourself and your family.
As a Portfolio Manager, my mandate is to help you to preserve and grow your wealth through tailored investment solutions. With over 29 years of financial services and investing experience , I am actively focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations.
I work with a talented group of colleagues and have access to their expertise and the resources of TD Bank Group. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate TD specialists are brought in when required to apply their specialized knowledge to a particular situation. This can range from tax planning and estate planning, to credit and wealth protection needs. I believe that this collaboration is crucial to my clients' evolving needs – from helping with the accumulation of wealth to the preservation and transitioning of their wealth through their life.
I hold the Chartered Financial Analyst (CFA) designation and am a member of the CFA Institute as well as the CFA Society Vancouver.
I am a past member of the Board of Directors of Ronald McDonald House in Vancouver and actively involved in other interests in the community.
When I am not at work, I enjoy spending time with our two girls in their various activities. I also enjoy golf, skiing, travel and walks with our dog. Our family values also include the welfare of all animals, keeping youth active through sport, as well as protecting and preserving the world's oceans.
As a Portfolio Manager for the Corcoran Cham Group within TD Wealth Private Investment Counsel, we are committed to building long-term relationships with our clients based on trust and integrity. Our clients are primarily a select group of retirees or people looking to retire within 10 years, who among other things, aspire to a work-optional lifestyle. We've developed and refined a disciplined process, supported by the expertise of TD Wealth and TD Asset Management, to put all the pieces of the puzzle together into a wealth strategy. Our planning process aims to plan for the expected, as well as the unexpected. You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve accomplished by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values.
Our discovery process is driven by behavioural finance theory because we understand that decisions related to wealth are not purely logical, as traditional financial theory implies. By revealing the likely existence of biases in every financial decision, behavioural finance aims to allow each person to make informed financial decisions, while being aware of the factors that might influence them. This information will tell us how we can work best with you and what the next steps are in creating your strategy – one that aligns what you have to what you want it to do. Armed with a deep understanding of your priorities and values, we'll build a team of TD specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Investment management is one of our key strengths and the cornerstone of every wealth strategy. Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. We draw support from the same high-calibre methods used by TD Asset Management with pension funds and foundations to bring an exclusive pension-style investment offer to our clients. While each investment mix is born from a client's personal wealth strategy, the approach behind those investments is highly structured - one that places an emphasis on preserving capital while aiming to deliver consistent and stable returns.
The Corcoran Cham 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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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 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.
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.
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.
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.
portfolio-managers.td.com/TheCorcoranChamGroup
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