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

                                                              Our benchmark is your results


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.

Atlas Wealth Management 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: (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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from our services?