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Andrews & Steiner Private Wealth Group
"Your vision of success will be central to how we will work together"
6500 Trans-Canada Suite 200 Pointe Claire, QC H9R 0A5Map
Our Team
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. 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, professional, 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.
Towards this end, 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
Andrews & Steiner Private Wealth Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
ADDITIONAL CONTACT
Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545
Meet The Team
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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