Understanding
We take the time to understand your needs, dreams and aspirations.
Simon De Groot
Simon De Groot
Investment Advisor
CFP®
CIM®
FMA
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
As a seasoned investment advisor based in the beautiful landscape of Vancouver Island, I bring a wealth of knowledge and expertise to help clients navigate the complex world of financial markets. With over 25 years of experience in the financial industry, I specialize in crafting personalized investment strategies tailored to individual goals and risk tolerances. Whether you're planning for retirement, wealth preservation or education funding, I strive to optimize your financial journey.
My approach extends beyond local markets encompassing a global perspective on investment opportunities. I stay abreast of market trends, economic indicators and geopolitical influences to provide well informed advice in an ever changing financial landscape.
Holding CFP®, CIM® and FMA designations, I adhere to the highest standards of professionalism and ethical conduct. Continuous education ensures that restrictions align with the latest industry practices. Building lasting relationships with clients is at the core of my practice. I understand that financial decisions are personal and I work collaboratively with you to create transparent, understandable plans and empower clients to make informed choices.
Reach out for a confidential consultation. I am here to guide you towards financial confidence.
My approach extends beyond local markets encompassing a global perspective on investment opportunities. I stay abreast of market trends, economic indicators and geopolitical influences to provide well informed advice in an ever changing financial landscape.
Holding CFP®, CIM® and FMA designations, I adhere to the highest standards of professionalism and ethical conduct. Continuous education ensures that restrictions align with the latest industry practices. Building lasting relationships with clients is at the core of my practice. I understand that financial decisions are personal and I work collaboratively with you to create transparent, understandable plans and empower clients to make informed choices.
Reach out for a confidential consultation. I am here to guide you towards financial confidence.
Certificates
CFP®
CIM®
FMA
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
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.
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.
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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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