Abraham & Associates Wealth Management Group
Phone
Office Location
At Abraham & Associates Wealth Management Group, we work with our clients and in collaboration with TD specialists to formulize and actualize a plan that we feel will best help fulfill individualized financial objectives. We pride ourselves on providing elite level financial advice, while maintaining a duty of loyalty and care that we believe is unmatched by others.
Changing with you
Based on our clients' lifestyle and financial goals, we can determine short and long term milestones as well as recommend suitable investment solutions. In every stage of one's wealth cycle - accumulation, preservation, and transition - we endeavor to provide our clients with the investment confidence, support and advice required to lead the lifestyle they desire. This unconditional support will help to bridge the gap between your fiscal goals and reality. Our team thrives in the specialization of high net worth individual, corporate and not for profit organizations/foundations in Ontario, Alberta and British Columbia.
No Bias Investing with the Perks of a Top Ten North American Bank
It is crucial to recognize that we have zero obligations to outside investment strategy suggestions, we maintain a no bias approach which allows us to ensure we are making appropriate decisions for our client's financial future. However, being a part of a major organization allows us to leverage a team of TD specialists at TD Bank Group to provide our clients with relevant and accurate advice on estate planning, banking, credit management, insurance solutions, trust services and charitable giving strategies.
Please call our office or email us today to see if our comprehensive approach to wealth management can work for your family, company, organization or foundation.
Abraham & Associates Wealth Management 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.
Phone
Fax
(519) 253-2281
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript