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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.
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:
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.
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:
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.
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.
Our team of investment specialists provides personalized portfolio management and wealth planning services for a select group of high-net worth private clients, families, charities, businesses and corporations. Our goal is to provide independent, objective and comprehensive portfolio management and wealth planning solutions to our clients.
Brief biography:
Mark has worked in the financial services industry since 1997. Prior to joining TD Wealth, he held portfolio management and marketing positions with two prominent financial institutions in Canada. While investment management is his primary area of expertise, Mark believes in a wholistic approach to wealth management and works with a team of TD Specialists who can provide expertise to clients for their unique financial situations.
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.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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