Dwayne Palchewich & Associates
Dwayne Palchewich & Associates
At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.
Our Value Proposition
We take a comprehensive approach to managing not only your investments, but rather, focus on your in-depth financial and personal picture to help us in our objective of providing you with a legendary client experience that encompasses each aspect of your wealth plan.
Our goal is to ensure that you can enjoy your desired lifestyle with less complexity.
Our goal is to ensure that you can enjoy your desired lifestyle with less complexity.
If you are interested in attending our Noon Hour Chats, please reach out if you are not receiving our invitations.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
Monthly Perspectives: June 2026 | The Mast
Like Odysseus before the Sirens, investors face forces that can overwhelm reason. The key is building a structure before emotion takes over.
WIO: Portfolio Strategy Quarterly | Q2 2026 -Amid Forces
In a world where the law of the jungle increasingly applies, uncertainty is not a temporary condition. It is a feature of the system, and that is why portfolio construction is paramount. Read on.
WIO: Quarterly Market Review: Q2 2025
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.