Skip to main content

Atlas Wealth Management Group

Working together to help you achieve what truly matters to you

  • 380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map

Helping you navigate your wealth journey


We believe that wealth management is a journey — one best travelled with knowledge and clarity of purpose. Knowing where you want to go and understanding the route you’ll take to get there builds financial confidence, no matter what the market environment may be.

As we work together to prepare for the road ahead, we carefully build your strategy to help you achieve your goals while also recognizing that roadblocks and detours are inevitable along the way.

pull-quote-01.jpg


Taking the long view


Your strategy is based on your core values and focused on achieving your unique goals.

As your lead relationship manager, we work with a team of TD Specialists to execute on a strategy that covers many elements of your financial life, including, but not limited to the following core services:

Banner-01-01.jpg

line-gold-01.jpg


Risk coverage from all angles

Risk exists in different areas of your life — not only in your investments.

For us, preparation is everything. This means we go beyond the portfolio, viewing risk management as a cornerstone of your overall wealth strategy that is incorporated into every element of your wealth plan.

Banner-02-01.jpg

line-gold-01.jpg


How do we invest?

Capital preservation is our first priority. Using a conservative strategy focused on low-volatility investing, we aim to help you achieve your goals while minimizing the bumps in the road.

When it comes to your investments, we're focused on balancing the following four guiding principles:

Banner-04-01.jpg
line-gold-01.jpg


Let’s start your wealth journey together

Get in touch to find out more about our approach and how we can put it to work for you and your family. Call us at the office or send an email to set up a meeting.


Button-01-01.jpg 


Atlas Wealth Management 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.

ADDITIONAL CONTACT

Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Do you know someone who would benefit from our services?