Family Capital & Legacy Solutions
With 72 | Wealth Management, you’ll have access to a team of TD specialists, focused on strategic solutions that protect and grow your family's wealth for generations. It’s private wealth management redefined, brought to you by one of the largest financial institutions in Canada.
Our approach is built on four foundational pillars, delivering a comprehensive suite of family office services designed to streamline complexity and elevate your financial legacy.
Our approach is built on four foundational pillars, delivering a comprehensive suite of family office services designed to streamline complexity and elevate your financial legacy.
1 – 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 make your vision a reality.
2 – 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 structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
3 – Protecting What Matters
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.
4 – Leaving A Legacy
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 your wealth.
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 make your vision a reality.
2 – 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 structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
3 – Protecting What Matters
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.
4 – Leaving A Legacy
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 your wealth.
A truly comprehensive approach to wealth
At 72 | Wealth Management, we dedicate the time to truly understand your goals, passions, and ambitions.
Every moment we spend with you is an investment in building a smarter, more dynamic wealth strategy, one designed to fuel your family legacy and elevate your impact, one decisive move at a time.
Working together every step of the way.
“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
Apira Vigneshwaran
Client Service Associate
