Know the Risk
You must know what your risk level is and how to measure it.
Wells on Wealth Group
Wells on Wealth Group
We are redefining private wealth management.
Our investment philosophy is called Stripped Back Investing, which involves buying traditional stocks and bonds of large, well-known North American companies. We avoid using ETF's and mutual funds whenever possible and we limit ourselves to between 15 and 20 Canadian equities and 15 to 20 US equities. Our portfolio construction involves four basic components: Canadian Equity, US Equity, Canadian Fixed Income, and US Fixed Income.
Our Approach to Wealth: Transparent, Aligned, Purpose-Driven
At The Wells on Wealth Group, we believe in an approach that combines the principles of long-term ownership with a focus on simplicity and alignment. Our investment philosophy is rooted in Stripped Back Investing—we prioritize high-quality, resilient companies and avoid complexity. We don’t chase trends. Instead, we invest thoughtfully and intentionally, always looking for opportunities that align with our core values and provide lasting value for the community we serve.Our approach is unique: we own what you own. Each client shares the same investment model, ensuring that every decision we make reflects our collective goals. We are committed to a clear path of growth and resilience, with a focus on building wealth that benefits everyone involved.
Just as we believe that every stock represents an ownership position in a business, we bring that same mentality to every investment decision. Our team invests alongside our clients—our interests are truly aligned, which is why every decision we make is rooted in long-term value and shared success.
We focus on simplicity, clarity, and patience. We believe in making investment choices that will endure and stand the test of time, always aligned with the unique values and goals of the families we work with.
Our relationships with clients are built on trust, transparency, and understanding. Your goals are our goals, and we are committed to working with you every step of the way to help achieve them—whether you’re actively involved in the process or prefer to take a step back.
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.
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.
Our Must Knows of Understanding Your Investments
The Wells on Wealth Group believes having a transparent and focused approach toward your investments is essential. Our MUST KNOWS of understanding aims to empower you as a client. It all starts with knowing what you own, and having a title for it.
Know Your Total Costs
You must know your total fees and expenses and how they are calculated.
Know the Performance
You must know your performance relative to your risk.
Know Your Goals
You must know patience as your financial goals evolve over time.
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.
