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
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.
