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

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 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.

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.