Our Process
We offer a detailed  onboarding process to fully understand your financial  situation and goals. This page describes what some of our process and services look like.

Hallmarks of Our Offering

At Abbott Advisory Group, we have three hallmarks that define who we are and the services we offer

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

Your Wealth Management Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3.Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4.Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5.On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Your Wealth Management Experience

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3. Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4. Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5. On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6. Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.