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At Gilbert Wealth Management Group we help you preserve and grow your wealth by developing and implementing wealth strategies tailored to you and your goals. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. As a client, you can rely on us to:
· Have a deep understanding of your financial circumstances
· Develop a personal Investment Policy Statement aligned to your investment goals
· Implement investment policies and strategies to help you meet those goals
· Measure and monitor your portfolio on an ongoing basis
· Rebalance your portfolio as necessary
· Keep you informed of your progress toward your financial goals
We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy anchored in: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.
We pride ourselves on developing a deep understanding of our clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
We specialize in working with high net worth families, foundations, not-for-profit organizations and trusts. Our clients include senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.
Toll Free: 1(855) 504-7655
Branch Office: (819) 562-0050
Branch Fax: (819) 562-4028
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.
- Brad Simpson, Chief Wealth Strategist, TD Wealth
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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