If there is one single feeling that can drive a person to accomplish great things in their lifetime, it’s a healthy obsession. When you’re obsessed with something you think about it every single day…you work towards its achievement every single day. Failure is not an option.
Our obsession is in helping our clients identify their vision of success and locking in the plan to help make it a reality. We recognize that each family with whom we work has unique motivations, experiences and circumstances. Our discovery process seeks to understand the person before the numbers. Our highly customized wealth strategy ensures that the numbers help you realize your vision.
Our team has an unrelenting focus on delivering results that matter, and we believe it’s this focus that has had the greatest impact on our loyal clientele of affluent business owners, professionals and retirees.
“Our name, 72 Wealth Management, was inspired by the Rule of 72 investment formula. It speaks to the power of positive performance and the impact of compounding returns to build wealth. It is at the core of who we are and represents how critically important a sound investment process is to long-term financial success.”
Glenn MacLean, CIM®
As an owner, you have a vision that drives you – but while your time and attention is focused on the business, often the financial component to that success starts to lack structure. By working with TD Specialists and coordinating with your own trusted professionals, we execute a disciplined process that helps align not only your investment strategy, but all the various components of your wealth, with your vision for success.We work with business owners to provide:
• Tax-efficiency strategies for wealth accumulation and cash flow
• Risk management and diversifying your wealth
• Business transitions and planning for successionYoung Professionals
Starting out as a young professional is about working towards stability and security, while adapting to all kinds of change. It’s a time of transition and a financial coming of age that’s defined by life-altering events like starting a family and buying a house. We work to understand what your passion is and put in place a clear plan to help you achieve it.Our work with young professionals includes:
• Managing your cash flow and paying down debt strategically
• Investment strategies designed around your goals and time frames
• Insurance, tax strategies and other tactics to help build financial security
• Building a financial foundation for long-term priorities like retirementHealth Care Practitioners
You know your field, but if you’re running your own practice, you face many of the financial challenges of an entrepreneur with very little time to address them. In coordination with a network of TD Specialists, our team provides health care practitioners ongoing guidance through the process of incorporating your practice, building and maintaining your personal wealth, and planning the transition into retirement.We work with doctors and other incorporated professionals to help:
• Structure your wealth tax-efficiently
• Implement insurance strategies and wealth preservation tactics
• Strategies for maximizing your personal wealth for the long term
• Planning for retirement and transitioning out of your practice Wealth with a purpose
Wealth management is not just about dealing with the money. It is also about helping people find one’s purpose, passing down important values to the next generation and ensuring that a sustainable strategy is in place.Performance matters
We recognize that while there are many moving parts to your wealth, consistent performance is the engine that moves it all forward. Through a disciplined investment process, our mission is to protect and grow wealth for the families with whom we work across all market conditions.Transparency and communication
We believe our clients deserve an experience that clearly aligns with their needs, objectives and preferences. Transparency in our communication is of paramount importance to our clients and helps us close the gap between your expectations and your results.
Your success can’t be understood with just a set of numbers. Our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Financial DNA® and what influences your wealth decisions – including the behavioral factors, biases and communication performance keys unique to you.
This will allow us to create a behaviourally intelligent action plan for you and your family according to your vision and goals.
Around a core competency of investment and risk management expertise, we’ve built a program that coordinates the family office services needed to help protect your wealth.STEP 1 Building Net Worth
Our team works together to help grow your net worth through innovative and disciplined investment strategies that align with your current lifestyle and needs.STEP 2 Tax-Efficient Strategies
Working closely with you and your tax advisors, we create an integrated wealth strategy to help reduce tax exposure and keep income available when you need it.STEP 3 Protecting What Matters
Through comprehensive risk strategies, connecting you with trust and estate specialists, and other risk mitigation practices, we focus on protecting the things you value at each life stage.STEP 4 Leaving a Legacy
We collaborate with you and TD specialists to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our objective is to optimize the transfer of your wealth.
You can reach us at the number or email address below:Tel: (514) 695-1243
72 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.