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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.
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.
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.
As an Investment Advisor at TD Wealth Private Investment Advice, I have been providing comprehensive wealth management advice and solutions to individuals and business owners since 1996. I am committed to providing exceptional service to each of my clients, providing them with customized, personalized wealth and retirement plans to build and protect their financial future.
The cornerstone of my business is one on one relationships with each client based on trust, communication and detailed understanding of their needs. In addition, I engage a team of specialists within TD Bank Group to help address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning, trust services and charitable giving strategies.
I obtained a degree in Economics from the University of Western Ontario.
I welcome you to contact me if you feel that you may benefit from the unique wealth management services that I provide.
Tim Roscoe
Vice President Portfolio Manager Investment Advisor
I work as part of the Align Private Wealth Management team at TD, located in the beautiful Niagara Region of Ontario. Our team strives to provides objective and comprehensive financial services to a select group of private clients and businesses. www.alignpwm.com
Our mission is to be your 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 with our clients, through each chapter of their lives, ensuring we are always on the same page and never falling behind. We strive to make all aspects of finance easily understandable. Our goal is your comfort!
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.
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 and timely advice
dedication to our belief that "clients 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 Private Investment Advice and Align Private Wealth Management.
On a personal note, Tim is happily married to his wife Agnes and has two children, Ella & Cole. In his spare time he enjoys the occasional round of golf.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Orlando Consoli
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Jeff Halpern
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
John Cerio
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Ilan Braude
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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