Our Approach

Our Services

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.

Retirement Planning  |  Tax mitigation strategies  |  Business Succession Advice  |  Private Banking Solutions  |  Estate and Trust Services  |  Customized Credit  | Asset Protection Strategies  |  Philanthropic Planning

Benefits of Discretionary Investing

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.

Fewer Decisions

You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.

One Fee

One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.

Addressing Risks

Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Our Clients

We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth:  Developing effective strategies and investment solutions that align to our clients' evolving needs.

Protect What Matters:  Integrated strategies that prioritize and protect what matters most to our clients, at every life stage.

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when our clients need it. 

Leave a legacy:  Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

Wealth-building Strategies for now and the years ahead

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, 
I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Executing tax-efficient plans

It's never too early nor too late to start thinking about tax efficiency.

To ensure that 
you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, 
I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Transfer of Wealth

Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.

To help you 
optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.