Kevin Swalwell, Investment Advisor,Burlington, ON

Phone

Office

Office Location

5515 North Service Road 4th Floor Burlington, ON L7L 6G4. map

Welcome to my website!

Our Core Belief is that a balanced approach to building wealth is truly the only way to succeed.

First, we believe that by taking the time to understand our clients and discover what matters most to them, should be the hallmark of every relationship.
Second, we believe that deep discussions should lead to highly tailored flexible plans that help meet our clients' stated goals. Rather than become stale and outdated, our plans progress and grow with our clients; thus enabling clients to see how they are progressing toward their goals at any time.

How we enact our Core Belief of a balanced approach to building wealth can be found in our Investment Philosophy.

We believe that having an Investment Philosophy is the most effective counterbalance to the behavioral tendencies of investors.

Our Philosophy is built around four cornerstones.

Discovery
At TD Wealth Private Wealth Management, we’ll uncover what really drives your financial decision-making. Under our new proprietary discovery process, we’ll get to know you on a much deeper, personal level so you can make better, more informed wealth decisions. It’s private wealth management redefined at TD Wealth.

Global Diversification
We believe that it is imperative to guard against any level of concentration in any one geography. Utilizing investments and asset classes from around the world help to insulate clients from excessive risk.

Dividend Bias
We believe that having a bias towards dividend-paying investments assists clients in two very important ways:
1. If the money is allowed to be re-invested, it creates a compounding effect that can improve the total return characteristics of the overall portfolio.
2. For clients that require income, dividends have the potential to increase if the companies continue to grow, which can help offset the effects of inflation.

Re-balancing
We believe that it is imperative to occasionally re-balance portfolios. Re-balancing allows a systematic return to proper diversification levels, while removing emotion from the process. A properly balanced portfolio should have better long term performance while at the same time reduce overall risk.

Anchor Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

(855) 224-4312

Fax

(905) 331-7523

Branch Phone

(905) 331-7511

Branch Fax

(905) 331-7523

Certificates

CIM®

FCSI®

Languages

English

Education

Ryerson University- Bachelor of Business Administration

We See the Whole You

Your success can’t be understood with just a set of numbers. Our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Wealth Personality™ and what influences your wealth decisions - including your financial blind spots.

TD Wealth Personality™

Helping you achieve your vision of success

Read the latest Portfolio Strategy Quarterly from our Wealth Investment Office

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Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your wealth plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Your questions answered

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

We See the Whole You

Helping you achieve your vision of success

Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.