We believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As our client, you can expect:
- Ongoing discovery
- Timely reporting
- Comprehensive reviews tailored to you
- Advice and solutions supported by a team of TD specialists
We will help you achieve your vision of success through
- Building net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.
- 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 help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
- Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
- Preparing for the legacy you want to leave - 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 and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
We offer a unique discovery process anchored in a deep understanding of you
Our discovery process uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. Even the most savvy investors could benefit from understanding their individual wealth personality. With a deep understanding of your priorities and values, we will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Contact us to receive a complimentary discovery session. There is no cost or obligation to meet and see if we can help. We will review your current finances, discuss your concerns with you, look for areas that could be improved and provide you promptly with a high-level report outlining how we can help. Uncover your wealth personality and take the first steps towards developing a wealth strategy that's as unique as you are.
To learn more about how behavioural finance can impact your decision making, read the articles below:
360 Family Office Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.