Mount Royal Wealth Strategies Group
Working together to help you achieve what truly matters to you
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It’s essential for affluent investors to engage an Investment Advisor who is truly dedicated to managing their wealth and ensuring their interests are front and centre.
This is where we believe that Mount-Royal Wealth Strategies Group excels.
Leveraging our unique combination of technical knowledge and genuine concern for our clients, we help high net worth professionals, executives, business owners and families develop a wealth management strategy that can address their short- and long-term needs.
Putting clients first
We begin with an in-depth discovery process so we can really get to know you – your current situation and your plans for the future, both financial and non-financial. By gaining this knowledge, we can determine your immediate and long-term needs, and leverage that insight to build a portfolio that will help meet them. Fueled by a genuine interest in helping clients understand, articulate and meet their goals, we concentrate on delivering what matters most to them. At Mount-Royal Wealth Strategies Group, we are committed to providing our clients with superior service. From our very first meeting, we remain focused on gaining an understanding of our clients’ priorities, anticipating their needs, responding to their queries and assuaging their concerns.
Your Wealth Management Experience
1.Asset Allocation & Portfolio Rebalancing
2.Portfolio Design & Selection
3.Communication, Accessibility, Reporting
4.COIs (Centers of Influences) & Refferals
5.Wealth Planning
6.Behavioural Coaching
Your Wealth Management Experience
Asset Allocation & Portfolio Rebalancing
Helps us to meet our objective to improve returns while managing volatility by carefully selecting and monitoring investments
Portfolio Design & Selection
Research, create and monitor a portfolio of appropriate stocks, mutual funs and Exchange Traded Funds tailored to your needs
Communication, Accessibility, Reporting
Remain available and keep you informed through meetings, calls emails and newsletters
COIs (Centers of Influences) & Refferals
Provide access to a team of internal specialists and external professionals
Wealth Planning
In collaboration with TD Specialists address a range of financial issues, from education, retirement, tax and estate planning, to income and asset protection and insurance
Behavioural Coaching
Maintain a disciplined approach to your finances, helping to mitigate risk and focus on a long-term plan
Applying our technical expertise
In short, we strongly believe that speculating on the markets is not an acceptable approach as it involves taking on too much risk. Instead, we invest for the long term, looking for quality investments and refusing to be swayed by the trends of the day. Drawing on our significant technical expertise, we find companies that we believe offer the right mix of profit growth and return of cash to shareholders that can assist with long-term wealth creation. Our advisory services are driven by our belief in bringing quality, value, patience and discipline to the investing process.
By keeping the process simple and filtering out the noise and emotion often associated with investing, we strive to keep our clients on track and focused on their stated objectives.
The benefits of discretionary investing
Helping achieve what truly matters to you and your family.
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
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
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.
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