Kawartha Wealth Management
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Our diverse advisory team offers over 90 years of combined experience within the industry providing our knowledge and experiences to individuals, their families, and businesses. Our relationship with you helps builds tailored made customized wealth strategies. Every situation is different, and we actively listen to gaining in-depth information to establish clear understanding of your goals. Taking the time to build a deep relationship with you is the key to building a personal wealth strategy for your financial success.
By understanding your situation, we can build your personal wealth strategy by assembling a team of TD specialists to provide the solutions on meeting your financial goals.
· A retirement plan
· Tax mitigation strategies
· Business succession advice
· Private banking solutions
· Customized credit
· Asset protection strategies
· Philanthropic planning
· Estate and Trust services
Our Services
Retirement Planning
Will and Estate Planning
Investment Planning
Healthcare Practitioners
Entrepreneurs / Business Owners
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Money Talk
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Money Talk
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TD Economics
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TD Economics
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Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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