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Abbott Advisory Group

There is knowledge and there is wisdom.
We offer you both.



We have been successfully advising affluent investors since 1991 – they include high net worth owners of private corporations, professionals in the medical, legal and accounting fields, Toronto executives, and people who wish to plan a reliable income stream for their retirement years.

We aim to help our clients:

  • Build stable, conservatively-management portfolios
  • Reduce risk
  • Preserve capital
  • Achieve reasonable growth and income potential

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Hallmarks of Our Offering

Experience. We have 20 years of advising affluent investors and have created, operated and sold our own businesses. Understanding the challenges and tax regulations faced by entrepreneurs, we are well positioned to advise owners of private corporations.

Accessibility and individual attention. We strive to be available whenever you need us and will reach out with market commentary and information to help you understand downturns.

Multidisciplinary, integrated strategies designed to safeguard assets. We’ll work with you to help preserve your wealth by designing a customized strategy, drawing upon TD specialists as needed to deliver holistic considerations that may include:

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Disciplined Process
. We follow a proven four-step structure to help:


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A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.


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Abbott Advisory Group 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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(800) 563-5095
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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