Andy Kim Wealth Advisory
We focus on safeguarding the capital you've worked hard to accumulate, with an approach built on trust, while offering personalized wealth and retirement plans to address all your financial needs.
Experience the Difference
We believe in building lasting relationships with our clients, based on trust, clear communication, and a deep understanding of your financial goals. Our commitment to education means you'll receive monthly communications with timely information and access to educational seminars.
We stay connected with you, contacting you every 90 days to discuss any questions or concerns you may have. Andy Kim Wealth Advisory can help you secure financial confidence, for yourself and generations to come.
We have the experience and acumen to help you:
Avoid Undue Risk
We help clients from diverse backgrounds who prefer a conservative approach and value professional advice. By structuring their wealth to avoid undue risk and unnecessary volatility, we strive to ensure their assets are allocated to mitigate potential losses.
Maximize Tax Efficiency
A crucial aspect of our service is minimizing our clients' tax burdens to help preserve their capital. We achieve this by collaborating closely with tax specialists from TD Wealth's Wealth Advisory Services team to structure your wealth in a tax-efficient manner.
Planning for the Future
Many of our clients are retirees seeking a steady income throughout their retirement, which can last 30 years or more. We tailor strategies which strive to provide a consistent income, regardless of market conditions.
Create a Customized Integrated Wealth Plan
Our comprehensive wealth services start with a thorough understanding of your goals, dreams, total wealth, time horizon, family and business dynamics, risk tolerance, and investment preferences. Once we have a clear picture of your needs, we create a personalized, integrated investment plan.
Provide For Your Next Generation
Ensuring tax-conscious, multi-generational wealth transfer is a top priority for us. We take pride in the fact that when our clients' children inherit money, they often choose to entrust their assets to us. We then assist the younger generations in managing their money wisely and with discipline.
Helping you Achieve Your Goals with Our Expertise
We believe your success stems from your commitment, calculated risks, and wise choices. You deserve an advisor who understands your priorities.
Preserving Your Wealth
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
Protecting Your Family
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to
help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
Generating Retirement Income
You are the architect of your legacy and we can help you with the blueprint. We, along with TD specialists, will collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
Leaving a Tax-Efficient Legacy
You’ve worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
