The Kamel Advisory Group

Portfolio Management

Wealth Management

• Build your net worth
• Implement tax-efficient strategies
• Protect what matters
• Leave a legacy

In Depth Discovery
Our process begins with an in-depth discovery allowing us to identify your goals and objectives and determine the best way to achieve them.

Investment Policy Statement
We create a written plan, also known as an IPS, that captures key elements such as time horizon, tax considerations, liquidity needs and ultimately, your risk tolerance and targeted asset allocation.

Financial Planning
Building your financial plan allows us to ensure you will be able to meet your goals, consider tax strategies and explore alternate scenarios.

Will and Estate Planning
An in-depth review with a TD estate planning specialist allows us to ensure your estate objectives will be properly executed and distributed according to your wishes.

Risk Management
We review potential risks that may derail your plan and explore strategies that will mitigate or eliminate them.

Our clients are busy working hard, following their passions or enjoying retirement.

They are:

• Pre-retirees and Retirees
• Professionals and Executives
• Business Owners
• Well-Established Families

In a world that is continuously focused on automated responses and a do it yourself attitude we prefer to take a more personalized and human approach.

We ensure we never take our clients' loyalty for granted and continue to earn the privilege of working with them by our relentless focus on providing excellent service at every opportunity.

We stay focused on what we do best:

• Sophisticated investment solutions
• Advice tailored to your personal situation
• Simple conversations focused on providing financial confidence