1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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We have developed a highly refined process designed to help you focus on the things that matter most to you. Anchored by an in-depth understanding of you, we will help ensure that the many elements of your financial life are working together seamlessly in the shared pursuit of your goals.
Working closely with you, we collaborate with a carefully selected team of TD specialists to mobilize your financial life into a personalized, full-spectrum strategy that evolves as you do.
We are focused and process-driven. Building on the principles of behavioural finance, we will work to understand what your vision of success looks like, and then walk you through the steps that we believe will help you get there. Our goal is simple: to keep you on track and to do what’s right for you at every juncture.
Phone
Fax
(403) 299-7984
We are focused and process-driven. Building on the principles of behavioural finance, we will work to understand what your vision of success looks like, and then walk you through the steps that we believe will help you get there. Our goal is simple: to keep you on track and to do what’s right for you at every juncture.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
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