AGES Wealth Management

AGES Wealth Management

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(905) 707-0837

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

Live for today, plan for tomorrow 

At AGES Wealth Management, we believe that with the right planning and support, everyone can achieve their dreams. Our goal is to strike a fine balance between living well today and thoughtfully planning for tomorrow.

With our full-service, family office approach, you gain a dedicated team focused on analyzing your situation from all angles and building you a strategy that looks beyond investments.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

How We Can Help

Think of us as your wealth coach. We're here to help you find your strengths and opportunities and create a strategy designed to help you live at your best.

At AGES Wealth Management, we can help you:
  • Keep emotion out of investment decisions
  • Analyze options to address specific needs
  • Understand how market shifts impact you
  • Connect with other services within TD
  • Review and discuss difficult or stressful decisions

Turn your business into a legacy

We have over 20 years of experience helping business owners with strategies for today and planning for succession. Here are just a few areas where we can provide or facilitate financial advice and support:

  • Ownership Transition
  • Family Transition
  • Retirement Funding
  • Collaboration with your other professionals, including accountants and lawyers
  • Collaboration with TD Specialists

Integrated wealth services

We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:

Retirement plan

Retirement Plan

Tax mitigation strategies

Tax mitigation strategies

Business succession advice

Business succession advice

Philanthropic planning

Philanthropic planning

Estate and trust services

Estate and trust services

Investment Management

Investment Management

Discretionary Portfolio Management

Discretionary Portfolio Management

Education Savings

Education Savings

Your Goals are our guide

When it comes to making the most of your wealth, we are as dedicated to your success as you are. 

Personalization

Before we make any recommendations, we get to know you and your family so we can understand your risk tolerance and goals.

Perspective

By bringing different perspectives together, we can create a financial plan that's finely tuned to help capitalize on your potential.

Perormance

We carefully monitor your investments, so you don't have to. We make adjustments as needed and stay in contact with you about your progress.

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.