The Currie Group, Investment Advisor,Toronto, ON

Together we will strive to exceed your expectations.

A Wealth Strategy That Changes As You Do

The Currie Group brings a blend of skill, passion, and extensive experience to wealth management. With a commitment to your unique financial situation, we're here to help you achieve your vision of success.

Driven by a shared passion for capital markets, quality advice and a commitment to helping others succeed, we work as a team that prioritizes tailor-made solutions to complex financial problems. No two clients are alike, so no two clients of ours have the same portfolio. We don't force clients into our models or products, we build your ideal portfolio for you, from the ground up.

We understand the importance of trust, communication, and collaboration. We take the time to understand your financial goals and family dynamics. We then build a comprehensive wealth plan for your family to help reduce risk, maximize performance, and cut your tax bill. Our collaborative approach ensures that you receive strategies that align with your personal values and aspirations.

Our commitment to accessibility and responsiveness means that we are always there for you, ready to address your biggest concerns and provide the guidance you need. Through our structured client engagement system, we keep you informed with regular updates, informative newsletters, insightful bulletins, and personalized hand-written portfolio reviews.

Together we will strive to exceed your expectations.

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.

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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

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Together we will strive to exceed your expectations.

A Wealth Strategy That Changes As You Do

Your Unique Goals

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.