Align Private Wealth Management
is 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.
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.
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.
At Align Private Wealth Management, we provide the option of both discretionary and non-discretionary portfolio management and would be more than willing to review both possible money management options with you to determine the best fit for you and your family.
At Align Private Wealth Management, we are committed to providing our clients with a holistic approach to portfolio management. We have access to all the services that TD has to offer and can introduce you to the right specialist for your needs. We do not stop at investing; we want to make sure that you are comfortable in all aspects of your life.
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, 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 email@example.com
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.