Align Private Wealth Management is a team of dedicated wealth professionals led by Tim Roscoe & Peter McConnell who combined have a 40+ year history helping clients pursue their long-term lifestyle and legacy goals using a simple, yet comprehensive wealth planning approach. For many clients these long-term goals include retirement, investment, and income planning, wealth preservation, insurance planning, reducing taxes, estate planning, business succession planning, and philanthropy strategies.
Our mission is to be the trusted advisors for all aspects of your life. We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create together. We work together with our clients, through each chapter of their lives, Helping to ensure we are always on the same page and not falling behind. We strive to make all aspects of finance easily understandable. Our goal is to make you comfortable and earn your trust!
We offer our knowledge and experience to help you achieve your potential. We will work directly with you and will collaborate with any of your other trusted advisors – accountants or lawyers, when required. You can always trust us to provide a disciplined, comprehensive and guided approach to your life-long, wealth management planning. We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.
Unlike many advisors, our team works with a limited number of individuals and business owners. This enables us to engage in a deep discovery process with our clients, offering a personalized and long-term approach to wealth management.
We are dedicated to serving our clients with integrity and are committed to the following principles:
- honest, transparent, and open communication
- highly responsive, professional, first-class service
- unbiased, professional, and timely advice
- dedication to our belief that "client's interests always come first"
As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth and Align Private Wealth Management.
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
Align Private Wealth Management 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.