1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
The Daley Group
The Daley Group
Helping you achieve your vision of success
Helping you achieve your vision of success
With almost 35 years of combined experience helping clients to navigate through many aspects of their financial lives, The Daley Group have established themselves as a trusted advisors to the families they serve. With an Advisory career spanning multiple market cycles, they have gained the expertise and network to manage many client circumstances or market conditions. Currently a team of 6, they have built a highly effective discretionary practice focusing on tax efficiency for both personal and corporate clientele. In collaboration with TD specialists, they can assist their clients with Estate planning, Retirement Planning, Tax-smart philanthropic options & Business succession planning.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Retirement plan
Retirement Plan
Tax mitigation strategies
Tax mitigation strategies
Business succession advice
Business succession advice
Private banking solutions
Private banking solutions
Customized credit
Customized credit
Asset protection strategies
Asset protection strategies
Philanthropic planning
Philanthropic planning
Estate and trust services
Estate and trust services
What We Do
What to expect when working with us
Behavioural Finance
We are taking understanding your needs, to the next level. By uncovering what drives your investing decisions, we can better avoid actions that may be sabotaging your investments.
Implementing Tax Efficient Strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Leaving a Legacy
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.
Disciplined process
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
