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.

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 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