The Gawne Group
The Gawne Group
The Gawne Group is a family run wealth management practice consisting of three members -
Robert Gawne, Paul Gawne, and Kristine Gawne.
Our Approach
Institutional Style Investment Management
We believe that there is no investment decision that has a greater impact on your experience than your strategic asset allocation (the long term allocation between stocks and bonds). It is our job to ensure that you are positioned across asset classes, geographies, industries, and management styles in a manner that suits your circumstance and disposition.
Once thresholds are established, we adhere to a rebalancing strategy while monitoring and assessing each position in your portfolio, making adjustments over time.
Planning
All of our clients have a Financial Plan. It is difficult to get to a destination if you don't know where you're going. Your goals act as a roadmap and chances are they will change over time and so will your plan.
Every relationship is unique and that's what makes our profession not only rewarding but exciting. Engaging TD specialists when applicable, we take into account all aspects of your wealth needs including:
- Tax Management
- Saving For Retirement
- Income at Retirement
- Insurance Solutions
- Estate Planning
- Philanthropic Goals
- Incorporated Strategies
- Saving for Education
- Saving for First Time Home Buyers
We are an Investment Advisory team by trade,
our focus is not just investments but Wealth Management.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs, engaging TD specialists where needed.
See more about our team:
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Health-care costs?
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Health-care costs?
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