MW Generational Wealth
Who we are
“If you don’t know where you are going, any road will get you there.”
- Lewis Carroll
The goals and concerns of each investor are different and you need a solution that is customized to suit you. Whether you are concerned with retirement savings, income generation or ensuring your family is taken care of, we believe professional wealth management is one of the most important things you can do to help secure your future.
To be successful, we believe that you must have a solid plan in place that addresses all aspects of your personal and financial life. Our role is to help you articulate your thoughts and feelings about money into a plan that reflects where you want to go in life. Being engaged in the process and educated on your options can help lead to better decision making. There has never been more choice when it comes to investment products and new instruments are being created every week.
Investing and managing wealth is a detailed process with many moving parts: investments, insurance, estate planning, pensions, taxation, wills, and more.
Working with a team of professional investment advisors and other TD specialists can help to clarify your goals, introduce you to new ideas, and avoid potential pitfalls that may throw many well-intentioned plans off track. Knowing that you have someone beside you helping and guiding your decisions can help give you financial confidence in growing, protecting, and transferring your wealth.
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
Article
TD Cowen: Three stocks that could benefit from a Canadian soft landing
With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.