Magnify Wealth Management

Benefits for High-Net-Worth and Ultra-High Net Worth Families

Holistic Solutions for Complex Needs
Our Family Office framework is designed to address the multifaceted financial requirements of high-net-worth and ultra-high-net-worth families, encompassing comprehensive investment management, advanced estate planning strategies, and sophisticated succession strategies. This approach integrates portfolio construction, asset allocation optimization, tax-efficient wealth transfer, and intergenerational legacy planning, helping to ensure that all aspects of family wealth are managed cohesively and aligned with long-term objectives. The framework also incorporates risk management protocols, oversight, and regulatory compliance to help safeguard family assets and facilitate sustainable wealth preservation.

Integrated Services Under One Roof
Clients can benefit from the convenience of accessing TD specialists in private banking, trust and executor services, commercial banking, and TD retail services in a single location. This integration can help to streamline financial management, reduce administrative complexity, and allow families to coordinate their affairs efficiently.

Personalized Wealth Management
As one of the largest TD Wealth Private Investment Advice teams in Southwestern Ontario, Magnify Wealth Management brings scale, experience, and tailored investment strategies to high-net-worth and ultra-high-net worth clients with a minimum of $2 Million. Families can expect customized advice and solutions that reflect their unique circumstances and objectives.

Centralized, Professional Access
Located in downtown Kitchener’s TD Private Client Centre, our boutique, family office model provides clients with easy access to a full suite of financial services in a central, professional setting. We believe that this enhances convenience and fosters a close advisory relationship.