Abbott Advisory Group, Investment Advisor,Oakville, ON

Abbott Advisory Group

We have been successfully advising affluent investors since 1991 – they include high net worth owners of private corporations, professionals in the medical, legal and accounting fields, Toronto executives, and people who wish to plan a reliable income stream for their retirement years.

Our Services

At Abbott Advisory Group, we aim to help our clients in the following ways:

Retirement Myths

Retirement plans and income sources are more complex and diverse today. Here are five traditional retirement ideas that no longer make sense and some new ways to approach them.

We all have financial questions at one point or another. Are my finances in good shape? Will I have enough money for retirement? Whatever your personal situation is, it can be important to have a plan.

Updating Your Will

None of us knows how much time we have left. That's why making a plan now is so important. After all, you don't want to leave the care of your dependents, your assets and your legacy up to chance.

A Legacy Toolkit

Nothing gets built properly without the right tools. The same can be said for building a legacy. If you want to commit your money to the next generation after you pass away, your finances need to be managed with care and precision.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

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

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Abbott Advisory Group