Symmetry Wealth Management
Always disciplined, Never dramatic
Welcome to Symmetry Wealth Management
Change is inevitable – in your life and in the financial markets. So we’ve carefully designed our
process to help you navigate these shifts with confidence.
Together, we hone your vision for the future and then carefully craft a wealth plan that can help
weather the ups and downs of the market while evolving to meet your changing lifestyle needs.
No matter the circumstances, we can help you act with conviction.
We aim for symmetry in all things
Whether complex or straightforward, we apply the same rigour to every element of your strategy and its day-to-day execution. The Symmetry process is guided by the following principles:
Balancing risk management with the natural desire for growth
Eliminating emotion from investment decisions
Providing comprehensive coverage of client needs
Our Symmetry Process, developed and refined over more than two decades, is an approach that incorporates the many facets of your financial life to help create a seamless, collaborative experience.
Symmetry Wealth Management
Wealth Management
Portfolio Management - We use 4 different models/strategies that build a diversified portfolio.
Risk Management
- Insurance Solutions – TD Wealth Insurance Services
- Bear Market Risk Mitigation
Tax Efficiency
- Portfolio Structure
- Investment Placement
Will & Estate Planning
Engagement with estate planning professionals at TD Wealth
Banking, Credit, Cash Management
- TD Wealth Private Banking
- TD Canada Trust
Philanthropy
Philanthropic Advisory Services - Private Giving Foundation
Value Added Services
- High Net Worth Planning
- Business Succession Planning
- Advisory Services to Friends & Families