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Total Wealth Management
MK Total Wealth Management Group is not just the name of our investment advisory group. It describes and defines our strategic approach to asset accumulation.
We are far more than simply investment advisors. Supported by the huge resources of the TD Bank Group, we deliver a comprehensive approach to:
• Investment, wealth and retirement planning strategies
• Wealth protection, tax and insurance solutions
• Business succession and sale initiatives
• Estate and trust planning strategies
• Charitable giving strategies
We believe that total wealth management embraces far more than day-to-day investment advice.
It includes financial and lifestyle protection, retirement planning, inter-generational wealth transfer, legacy creation and much more. Ultimately, all are inter-connected and no effective total wealth plan can afford to ignore them.
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is based on, and driven by, a strong level of personal trust , communication and understanding.
Two senior, seasoned advisors direct our practice, Jeff MacDonald and Peter Konidis, who have over 48 years collective experience as investment advisors. The two have been working together since 1993. The longevity and consistency of their relationship is a testament of the understanding, clear communication and respect they have for one another.
To learn more about the group, our management style and process, click here to view the MK Total Wealth Brochure.
MK Total Wealth Management Group consists of Jeff MacDonald, Senior Vice President, Portfolio Manager, Investment Advisor; Peter Konidis, Vice President, Portfolio Manager, Investment Advisor; Carla Fernandes, Associate Investment Advisor; Daniela Porretta, Client Relationship Associate; Stephanie Burgess, Client Service Associate; and Tania Vera, Client Service Associate. MK Total Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
Toll Free: 1(866) 241-5235
Fax: (416) 512-6224
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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