Our team provides bespoke wealth and investment management solutions to a select group of personal and institutional clients including high net worth families, business owners, professionals, foundations, trusts, and corporations. We have extensive experience working with wealthy clients from diverse backgrounds and provide holistic wealth solutions to meet their distinct needs.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
1: Unique Understanding
We pride ourselves on engaging in a unique and collaborative consultation to develop a deep understanding of you and your priorities.2: The TDAM Advantage
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management with pension funds and foundations.3: True Diversification
By looking beyond traditional asset classes, our portfolios are constructed to help manage risk and navigate an ever-changing investment landscape. Through our alternative investment strategies, your portfolio can have exposure to asset classes which have sources of returns that are less reliant on the direction of the markets.4: Genuine Stewardship
Entrusting us with your financial affairs is a responsibility we don't take lightly. As Portfolio Managers, we have a duty to act with integrity, competence, diligence, and in an ethical manner and to place our clients' interests above our own and that of the firm's.5: Discretionary Investing
By entrusting our team, your wealth is managed for you so that you're free to focus on your other priorities. You no longer have to make daily investment decisions and we can drive your portfolio’s long-term objectives while responding quickly to sudden opportunities and recognizing potential risks.
The Ferris DiGregori 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.