The DeBlois Ho Mazigi Group

The DeBlois Ho Mazigi Group

Personalized wealth management designed to help meet your goals

At TD Wealth Private Investment Counsel, we believe in building long-lasting relationships that evolve as your needs change over time. Whether your circumstances are straightforward or complex, we’re dedicated to delivering tailored wealth management strategies that will help you achieve your goals.

What Does it Mean for You?

Integrity

We act honestly, in good faith, and strictly in the best interest of our clients.

Professionalism

We act as responsible stewards of your wealth.

Excellence

Investment decisions must be independent, free of bias and what's right for you.

Who We Are?

TD Wealth Private Investment Counsel is a leading professional investment management firm.

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

Our Philosophy

At TD Wealth Private Investment Counsel, our boutique investment offering is supported by the same high-caliber people, methodologies and rigour used by TD Asset Management Inc. with its institutional clients such as pension funds and foundations.

  • An institutional investment approach inspired by best practices from pension funds and foundations for affluent investors based on responsible growth and capital preservation over speculation.
  • Goals-based approach to help clients grow, protect and transfer their wealth.
  • Active investment management through a discretionary approach, which frees clients from the day-to-day portfolio management responsibilities.
  • Diversification is what we do. We don't collect investments; we meticulously combine and manage them based on your goals.
  • Clients are involved in the design of the portfolio from the asset allocation level.

Contemporary Portfolio Management

Our investment approach acknowledges that no single security, asset class or market can be expected to provide consistent returns. Instead of a traditional balanced portfolio containing cash, fixed income and equities our portfolios represent a fusion of investments from multiple asset classes and strategies, which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.

True Diversification

Where appropriate, we believe in providing our clients with a well constructed investment plan that offers true diversification. One that balances broad asset allocation, risk-factor diversification with a deep understanding of financial behavior.

Philosophy: Portfolio management begins and ends with a well-defined investment philosophy, a determined portfolio construction process and a robust commitment to risk management.

Asset Class: A greater spectrum of asset classes which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.

Risk Factor: Investment portfolios have a kind of DNA, composed of numerous risk factors some of which include Equity, income, volatility, liquidity, real asset and foreign exchange.

Behaviour: We all have investing blind spots and we use discovery tools to help clients make better decisions by better understanding themselves.

Your Wealth Management Experience

1.Initial Discovery

2.Personal Portfolio Strategy

3.Regular Review Meetings

4.Personal Wealth Strategy Meeting

5.Meet your Team

6.Ongoing Proactive Service

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 Portfolio Strategy

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

3.

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.

4.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we will build a personalized wealth plan.

5.

Meet your Team

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

6.

Ongoing Proactive Service

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

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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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.

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