Plaxton Advisory Group
Plaxton Advisory Group
Sharing your passion for making your wealth grow
Phone
Office Location
TD Wealth Private Wealth Management offers wealth and investment management solutions to a select group of personal and institutional clients.
Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.
Phone
Fax
(416) 307-6680
Long-term wealth strategies designed for resilience — and built to adapt to your evolving needs
If there is one thing you can count on, it’s that things don’t always go as planned. So when it comes to your future, it’s critical to have an experienced and knowledgeable team that you can trust to deliver unbiased advice — even if it means that sometimes we tell you what you need to hear, not what you may want to hear.
We define our success by yours
With over 25 years’ experience, we have seen our share of market ups and downs. Through it all, we have learned the importance of taking the long view, both when it comes to our investment strategy and when it comes to building relationships with our clients. Our goal is to empower you to achieve your goals.
The first step is simply a meeting, where you can learn more about our approach and we can learn more about your needs.
The first step is simply a meeting, where you can learn more about our approach and we can learn more about your needs.
A practiced process
Whether you are building your assets or shifting into retirement, our insightful counsel, disciplined planning and effective risk management will help you to achieve your goals.
Building on our time-tested process, we will design your achievable plan in five simple steps:
Building on our time-tested process, we will design your achievable plan in five simple steps:
- Meet
- Present
- Implement
- Communicate
- Adapt
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.
Helping you plan for your future in an increasingly complex environment
We manage more than just your portfolio. Working with a select team of TD specialists,
we create comprehensive wealth management solutions tailored to your unique needs.
we create comprehensive wealth management solutions tailored to your unique needs.
- Investment management
- Retirement planning
- Cash-flow management
- Strategic tax planning
- Asset protection
- Education-savings support
- Business succession support
- Private banking
- Custom credit services
- Insurance advice
- Wealth transfer
- Trust and wills
- Charitable giving & philanthropy