Our Approach

Understanding What Drives Your Decisions

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 factors, biases and communication performance keys unique to you.

You will receive a Financial DNA® Summary Report outlining the following:

  • Personality type and profile description
  • Top two behavioural factors and biases
  • Performance strengths, struggles and communication preferences
  • Unique financial planning insights based on your natural behaviour
  • A risk propensity and risk tolerance score

"The human side of every person is the greatest enemy of the average investor."

Jesse Livermore

The Family Office Experience

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.

“Our family office experience starts with an informal conversation. During this time we discuss with the family their hopes, their dreams, their challenges and their commitment to a comprehensive plan. The families that have chosen to move forward with us become part of our extended family and together we strive to leave a lasting impact.”

Apira Vigneshwaran

Client Service Associate