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Based in London, Ontario our team of investment specialists provides personalized portfolio management 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.
We believe that the most important measure of our success is reaching the goals that matter to you. We employ thorough research and detailed analysis when formulating your investment strategy in order to choose the best investments for your portfolio. Before we include an investment in your portfolio we ensure it’s suitable for your risk tolerance, fits your investment goals and aligns with your wealth plan.
Our investment philosophy is grounded on the principals of diversification, asset allocation and risk minimization. We strive to provide clients with low-volatility portfolios to help smooth out the ups and downs of the market with an emphasis on principal protection.
We have the flexibility to build customized portfolios from a vast selection of investment products. We offer exposure to domestic and global markets through many investment choices such as cash and equivalents, bonds, stocks, mutual funds, exchange-traded funds, hedge funds, real estate and commodities.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
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.