Align Private Wealth Management
Comfort + Trust
We are a team of dedicated wealth professionals led by Tim Roscoe and Matthew Harpwood who combined have a 25+ year history helping clients pursue their long-term lifestyle and legacy goals using a simple, yet comprehensive wealth planning approach. For many clients these long-term goals include retirement, investment, and income planning, wealth preservation, insurance planning, reducing taxes, estate planning, business succession planning, and philanthropy strategies. In collaboration with TD specialists, we can help you in these areas.
Our Mission
Our mission is to be the trusted advisor for all aspects of your life. We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create together. We work together with our clients, through each chapter of their lives, helping to ensure we are always on the same page and not falling behind. We strive to make all aspects of finance easily understandable.
Our goal is to make you comfortable and earn your trust!
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Our Knowledge
Our Principles
Our Approach
Contact Us
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with TD Wealth Private Investment Advice, a trusted name in wealth management, and Align Private Wealth Management.
To book an appointment please call 905-704-1177 or send an email to align@td.com.
To book an appointment please call 905-704-1177 or send an email to align@td.com.
