Strategies to help safeguard your wealth
You’ve succeeded by asking a lot from yourself, taking on measured risk and making wise choices to build affluence. We have the experience and acumen to help you:Structure your wealth to avoid undue risk
and unnecessary exposure to volatility, allocating your assets so that a downturn in one class should not bring about loss. Build an income-generating portfolio for retirement
, tailoring strategies designed to deliver the needed income regardless of market direction. Minimize tax
and structure your wealth tax-efficiently. Create a customized, integrated wealth plan
, collaborating with TD specialists to cover retirement and estate plans, wills and powers of attorney, insurance, trusts, business succession, charitable giving, and more. Provide for your next generation
through tax-conscious, multi-generational wealth transfer.Manage financial complexities after being widowed or divorced
, guiding you to understand and take charge of financial matters with compassion and clarity.
Learn more about our team members below.