Andrews & Steiner Private Wealth Group

Andrews & Steiner Private Wealth Group

Your vision of success will be central to how we will work together

Phone

Office

(514) 695-6664

Office Location

6500 Trans-Canada Suite 200 Pointe Claire, QC H9R 0A5. map

At Andrews & Steiner Private Wealth Group, you decide where you want your wealth to take you; we design a path to help you get there.

Our team prides itself in providing a vital link between you and the world of investment and insurance products, professional money management, and comprehensive investment planning, engaging TD specialists where needed. As a team, we are committed in going the extra mile and endeavoring to provide clients with exceptional service and results.

Our clients are business owners, professionals, executives and retirees who hire us to help create a solid, reliable and cost-effective financial structure which can enable them to pursue their passions.


Andrews & Steiner Private Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Our Team

We assist each of our clients in articulating and implementing a comprehensive wealth plan that will serve as the roadmap in helping to guide them towards their goal of achieving long-term financial independence and success. In addition, this plan is regularly monitored and reviewed so that it adapts to any important life or market events. When appropriate, we engage TD specialists who can provide clients with comprehensive estate planning services, business succession planning, and trust services to help ensure that wealth is preserved and effectively transitioned from one generation to the next. 

As wealth managers, we offer fee-only discretionary and non-discretionary investment management/counseling. We use investment strategies designed to help optimize capital allocation, protect assets, and generate predictable investment income. We adhere to a disciplined investment and risk management process that includes quantitative and qualitative analysis and which relies on our combined experience and investment knowledge.

Our Services

  • Wealth & Portfolio Management
  • Tax & Retirement Planning provided by TD specialists
  • Estate Planning & Trust Services provided by TD specialists
  • Business & Corporate Accounts
  • New Issues & Structured Products 
  • Option Strategies (Covered, Uncovered, Spreads, Long-only)
  • Access to TD Wealth Private Banking 
  • Liaison to TD Small Business & TD Commercial Banking
  • Insurance Strategies

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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Money Talk

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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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