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Bayswater Group

"Committed to understanding your needs and helping you achieve your vision of success"

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Working with the Bayswater Group – Our Three Tenets

Investment management
is the heart of our business – we are first and foremost, investment specialists.  We strive to generate consistent returns with less volatility over our clients' investment horizon.

Our approach to wealth management is uniquely suited to advising affluent families and professionals, with targeted conversations and highly focused planning centered on our clients' priorities.

We live, work, and play in this community.  Giving back is important to us – we provide financial and hands-on support to various local charitable organizations.


In-depth discovery and targeted financial planning conversations

Your goals and objectives are important, but they are only part of who you are as an individual and as an investor.

Our discovery process uses behavioral finance theory to uncover the values behind your personal vision of success.

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Our Process 

As we get to know you and your family, we will have a series of meetings and conversations to help you address such things as:

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We take pride in the relationships we have built and the wealth we have helped our clients acquire.


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*In collaboration with other TD Specialists
Bayswater 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: (604) 482-8400
Branch Fax: (604) 482-8427

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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

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    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:

    Can your kids afford to inherit the family cottage?

    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

    Stashing Your Cash

    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

    Do you know someone who would benefit from our services?