Murray Wealth Advisory Group
Murray Wealth Advisory Group
Helping you to build, optimize and preserve your wealth.
For nearly 20 years we have been providing professional investment advice and integrated wealth planning to business owners, incorporated professionals, executives and affluent retirees. Over the years, we developed and refined a process to address their financial needs and challenges – we call it Wealth Optimizer. Wealth Optimizer is a checklist manifesto we use to help determine what is important to you and and how best to structure your financial life for success.
Neil holds the highly sought after Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Less than one-percent of Canadian Advisors possess these distinguished accreditations placing him in an elite group of advisors. His research has been published on Bay and Wall Street and he has authored over 250 articles on investing, retirement planning and wealth management for Sun Media. Neil is a licensed Portfolio Manager, Investment Advisor & Insurance Advisor with TD Wealth Insurance Services Inc.
Our mission
Our mission is to work with you to help simplify, plan and strategically invest for a better tomorrow. We do not believe in a one-size fits all approach. We believe you are unique, and that your financial goals are important and relevant. We believe you and your family deserve access to professional, unbiased advice, on how to plan and invest successfully in today’s markets. Our aim is to work with you on this essential journey, to be there when you need us, to be thinking of you at every turn, increasing our commitment to you and your family along the way.
Our unique value added
We have developed a process for managing client wealth that combines best of breed strategies in risk management, portfolio construction and tax minimization. Our approach is aimed at helping our clients to improve the quality and consistency of long-term returns, while actively managing risk and minimizing tax along the way.
Complimentary Portfolio Review Service
How does your portfolio measure up?
We will evaluate and score your portfolio on eight important measures to determine if your portfolio is on-track and optimized for your goals.