Bench Wealth Management
The Bench Wealth Management team comprises Heather Campbell and Jim Pakeman, both residents of the Niagara region with over 15 years of experience each in Wealth Planning and Investment Advice. This dynamic team is well-equipped to help you grow your Net Worth and achieve your Financial Goals.
We are committed to cultivating relationships, building and maintaining comprehensive financial plans, aligned with your goals throughout your financial journey.
The Bench region in Southern Ontario is known for its superior ability to grow grapes, peaches, and cherries due to its favourable climate. The success comes from those who can adapt at cultivating their crops through uncontrollable weather conditions. Similar to the Bench region, we acknowledge that market fluctuations are beyond our control. However, we can assist in managing relative and absolute risk, navigating tax implications, and controlling costs. Through this process, we are confident our team is ideal for nurturing your financial needs.
Client Focus:
Our belief in preserving and growing wealth aligns with families who have diligently accumulated their assets and seek advice to ensure the most efficient wealth management strategies that align with their goals.
Benefits of Team Approach:
Heather's expertise lies in Financial Planning for high-net-worth families, while Jim's experience has been in customized portfolios and asset allocations that align to his clients' needs. Their collaborative approach enhances compliance, personalized advice, and diversified investment solutions. The additional benefit of having a second set of eyes ensures additional oversight, as well as uninterrupted support for our clients.
Our Approach
We work closely with you from the onset of our relationship to properly identify these aspects through a behavioural questionnaire, a values exercise and an investor profile questionnaire. We use your answers to create your tailored wealth strategy. We also establish a unique investment policy statement that incorporates your objectives, risk tolerance and asset mix.
We understand that these strategies evolve over time with different life events and needs. We follow-up with you and adapt your strategy with proper advice and guidance when needed.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
High Net-Worth Individuals and Families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Testamentary Trusts
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
Foundations and Non-Profit Organizations
We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.
Tailored Solutions
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.
