Integrated Wealth Planning, Investment Advisor, Burlington, ON | TD Wealth

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Integrated Wealth Planning - Burlington, ON

Integrated Wealth Planning
5515 North Service Road
4th Floor
BurlingtonON
L7L 6G4


Branch Phone: (905) 331-7511
Branch Fax: (905) 331-7523
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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.


Follow us on Twitter @IWP_TD


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.

 



Investment & Wealth Management Strategies

At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.

To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details. 



Investment StrategiesBanking and Credit ManagementRetirement PlanningProtecting Your AssetsProtecting Your IncomeTax ManagementPassing On Your WealthEducation FundingBusiness Succession PlanningPlanning for Major PurchasesCharitable GivingCircle of Wealth Considerations

Meet the Team

Alex Martin
Vice President, Investment Advisor
Business:(905) 331-2597
email me
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Laura Tutte
Investment Advisor
Business:(905) 331-3040
email me
view profile

Kathy Salfi, BBA
Assistant Investment Advisor
Business: (905) 331-5509
view moreemail me

Justyna Dubicki
Client Service Associate
Business: (905)331-6051
view moreemail me






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