Mount Royal Wealth Strategies Group
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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
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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