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Abbott Advisory Group



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

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.

Trans Mountain pipeline gets approval. But oil patch challenges remain

Ottawa gives the go ahead for the expansion of the Trans Mountain Pipeline. Will this bring the much needed relief to Alberta oil? Kim Parlee speaks with Michael O'Brien, portfolio manager at TD Asset Management.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

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

Monthly Perspectives - Trading Punches

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Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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