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We understand the unique challenges you face as you stand at the intersection of family, business and ownership.
OUR BUSINESS is about standing there with YOU.
We work with families who own family businesses. We have built our business around helping families with family businesses as they wrestle with the questions that so often stem from success.
We are experts in our field and are passionate about working with clients like you to build and implement a strategy that translates your years of investment in your business into the lifestyle and legacy that you have been working to achieve.
We have the experience and resources to help you define what you want for your family and for your business. We will work with you to build a plan that will set you up for success on your terms, and will factor in contingencies in case circumstances change in the marketplace or within the family.
We invite you to connect with us and experience what we have to offer and why it is remarkably different.
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Integrated Wealth Planning consists of Alex Martin Vice President & Investment Advisor, and Laura Tutte Investment Advisor. Integrated Wealth Planning is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
See below (under More Links) for an archive of our past presentations. All presentation decks are available below in PDF. Please contact us if you would like to discuss the specific content in more detail.
Alex and Laura
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.