Kempenfelt Asset Management Group
Office Location
Conservative, Comfortable, Meaningful Wealth Advice
We provide investment advice that is meaningful to our clients in a language they understand. High-net-worth individuals, business owners, professionals and foundations in Toronto, Simcoe County, Muskoka and the surrounding areas look to our team for conservative wealth leadership and attentive service.
Capital preservation is our top priority and we collaborate with TD specialists as needed to deliver tailored investment, retirement, business succession, tax planning and estate planning services.
For over thirty years, we have helped clients to make sense of the ever-changing financial markets and adopt the tax-effective strategies they need in order to help them achieve their goals.
Our Beliefs
- Wealth can create personal and financial complexity
- Wealth should be managed in context of a person's circumstances, values, preferences, and goals
- We can best achieve your goals by working closely together
- Creating an effective investment and wealth plan may take a group of integrated specialists
The advantages of advisor-managed investing
- A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio.
- Daily investment decisions can be entrusted to our team.
- Sudden opportunities and risks can be addressed swiftly.
- Cost efficient, asset-based pricing:
- Lets us focus on driving your portfolio’s success.
- Includes wealth planning.
- Fees charged to non-registered investment accounts may be tax deductible. Please consult your tax advisor to see how this relates to your personal situation.
Our Services
Wealth Planning
Portfolio Management
Will and Estate Planning
Retirement Planning
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Gearing up for 2024: Tax and rule changes coming in the new year
Article
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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Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
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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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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