Align Private Wealth Management

Align Private Wealth Management

Comfort + Trust

We are a team of dedicated wealth professionals led by Tim Roscoe and Matthew Harpwood who combined have a 25+ 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. In collaboration with TD specialists, we can help you in these areas.
Meet the Team
Align

Our Mission


Our mission is to be the trusted advisor for all aspects of your life. We work hard to simplify our clients' financial lives, optimize their portfolios, 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.
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In-depth discovery

Our Knowledge

We offer our knowledge and experience to help you achieve your potential.

We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.

Unlike many advisory firms, 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.

Our Principles

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 "clients' interests always come first"

We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

Our Approach

Align Private Wealth Management believes that working in a team environment is the cornerstone to serving clients efficiently and effectively.

Rather than having a single advisor, you are serviced by a team of professionals that are available and ready to help anytime. Our teamwork improves productivity and brings diverse perspectives to each approach.

Important Tax Information for 2025

Tax Free Savings Account (TFSA)
  • 2025 TFSA contributions can now be made. The annual TFSA contribution limit for 2025 is $7,000 and you can carry forward unused contribution room from previous years.
Registered Retirement Savings Plan (RRSP)
  • Your RRSP contribution limit for the 2024 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2023.
  • The deadline for 2024 tax year contributions is 11:59 p.m. on March 3rd, 2025.
Registered Education Savings Plan (RESP)
  • The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
  • The deadline for 2025 RESP contributions is 11:59 p.m. on December 31st, 2025.

Contact Us

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 TD Wealth Private Investment Advice, a trusted name in wealth management, and Align Private Wealth Management.

To book an appointment please call 905-704-1177 or send an email to align@td.com.