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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.


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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

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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Meet The Team

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.

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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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