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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.
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:
Disciplined Process. We follow a proven four-step structure to help:
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.
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.
Our commitment to you is to endeavor to create a stable, conservatively invested portfolio with reduced risk so that capital is preserved, while delivering both reasonable growth and income potential. To provide open, positive, ongoing communication designed to advise you of the steps being taken to help protect and increase your wealth. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy. As our value in your life grows, we will continue to work closely with you to help make your financial goals achievable.
Drew's Background: Drew has over 25 years of experience advising a wide range of investors with diverse financial situations and objectives. Our clients include professionals, high net worth executives, money managers, small corporations and financial institutions. Forging strong client-advisor relationships based upon trust and communication, Drew is committed to finding the best investment solutions possible that reflect the unique investment goals of each client. He has won the firm’s prestigious President’s Club* Award and Merit** Award since 2010 , demonstrating his commitment to client service and understanding clients’ goals and aspirations. Drew is the founder of the 3TO6TEAM, a division of the MLSE Foundation, a charity for at risk youth and sports development in Regent Park, Toronto. He and his wife are the proud parents of two daughters.
The 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. *President’s Club is awarded for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards. **Merit rewards sales employees who meet and exceed the business unit’s criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity and teamwork.
Our commitment to you is to endeavor to create a stable, conservatively invested portfolio with reduced risk so that capital is preserved, while delivering both reasonable growth and income potential. To provide open, positive, ongoing communication designed to advise you of the steps being taken to help protect and increase your wealth. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy. As our value in your life grows, we will continue to work closely with you to help make your financial goals achievable.
Clay's Background: As an entrepreneur who has successfully built, restructured and sold companies, Clay brings tremendous business acumen and experience building collaborative relationships to our group. Having owned an operating company and holding company, Clay believes that he is adept at practices central to investor’s success: deep discovery of a person’s needs, goals and parameters; consummate planning; tax minimization strategies; tax-conscious de-accumulation and transfer of wealth; estate strategies and business succession planning essential to help protect families and businesses. Clay holds a B.COMM. from Ryerson University. He is a master cyclist as well as an avid skier and a devoted dad.
Chad received an Honours degree with a focus on Finance at the University of Ottawa and is a Life Insurance Advisor through TD Wealth Insurance Services. Chad also holds the Chartered Financial Analyst and Financial Management Advisor designations. Research analysis, portfolio creation and comprehensive wealth planning are among Chad’s responsibilities on our team. He is committed to the highest standards of client service to ensure that our clients’ needs are being met. Chad enjoys golf and outdoor activities and lives in Etobicoke with his wife and two young sons.
A graduate of York University, Cindy has been in the investment business for more than 20 years, and brings proven client service experience to the Abbott Advisory Group. She has completed her Canadian Securities Course and is a Life Insurance Advisor through TD Wealth Insurance Service. She is actively involved in the preparation of client reviews, retirement plans, and all day-to-day administrative functions that support our client service program. Her understanding of the rules that govern TFSAs, RSPs, RIFs, RESPs, Informal & Legal Trusts, has made her an integral part of the team. Cindy takes pride in providing exemplary service, in a timely manner to our clients. Cindy currently holds her orange belt in martial arts and is currently working towards her black belt. She loves time with her family and long walks with her dog.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Domenic Tagliola
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
advisors.td.com/abbottadvisorygroup
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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.
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The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
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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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