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Align Private Wealth Management

Your Comfort + Your Trust

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Align Private Wealth Management
is a team of dedicated wealth professionals led by Tim Roscoe & Peter McConnell who combined have a 45+ 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

Our mission is to be the trusted advisor 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 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.

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"

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.

 

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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.




ADDITIONAL CONTACT

Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

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Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

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.

TDAM CIO on key investment themes for 2021 and beyond

2020 took investors on a roller-coaster ride. From a historic market drop to the massive rebound in record speed, to markets ending at all-time highs. Kim Parlee speaks with Rob Vanderhooft, CIO, TD Asset Management, on what to expect for markets and your portfolio in 2021.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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