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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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