We can help you navigate complex financial requirements by providing:
Diversification. We build a customized, diversified investment portfolio designed to complement your business assets to help reduce risk and provide diversity to your wealth.
Investing acumen. Our years of experience in investment advice, along with broader experience and training in credit management and accounting are used to provide investment advice designed to help our clients throughout market cycles.
Risk management. We believe this is an essential component in portfolio construction design in such a challenging and unpredictable world.
Conservative value investing. We aim to invest in proven, well-capitalized, dividend-paying businesses at good prices that fit into our tailored, disciplined, long-term strategies.
A personalized Wealth Plan. This complete and customized wealth roadmap is uniquely designed for your life and business and includes retirement and estate planning, tax minimization strategies, and tools to help you address major life events or upcoming purchases.
Consultation with other TD Specialists. As needed, High Net Worth Planners, Tax and Estate Planners, Business Succession Advisors and other TD specialists who can provide credit and trust services, are available to assist you with sophisticated advice.
Easy, enjoyable wealth management. With an approachable working style, our team will confirm your understanding and comfort with the Wealth Plan we propose. As we implement your plan, we’ll review your progress towards your goals and stay connected through regular communication, so we remain on track as your life and the markets evolve. We will come to your premises for meetings and regularly host seminars on succession planning, taxation changes that may affect you, and other wealth management topics that may be of interest and engage TD specialists when needed.