Bayswater Group

Attentive, accessible and easy to talk to, we believe that our deeply sympathetic personal approach to investment and wealth management cements relationships, solves problems, ensures understanding, resolves conflicts, improves accuracy, builds consensus, and gets results.

What we do, and the way that we do it, is diagnostic, analytical, and insightful. Through a forensic and continuing discovery process we develop a deep understanding of your goals, immediate, medium and long-term. We ask a lot of questions. We avoid shortcuts.

As investment specialists, investment management stands at the heart of our business. We have an extensive understanding of both traditional and alternative investments and we consider our clients as long-term allies whose interests are aligned with our own.

Private Investment Management is a premium level of wealth management designed to free you from the day-to-day details of managing your wealth. It is an advisor-managed account where you delegate responsibility for day-to-day investment decisions to an accredited portfolio manager. Please ask Bill Jaffe or Ryan Ormerod about this important discretionary service.

Our investment philosophy is simple. It is to preserve, protect and build wealth. But we regard wealth as a means to an end, not the end itself. What wealth enables us to do with our lives is of paramount importance – for us and for our clients.

We live, work, and play in this community. Giving back is very important to the people behind the Bayswater Group. We enthusiastically provide financial and hands-on support to a wide range of local charitable organizations.

Though vitally important, investment and portfolio advice represent only part of the services delivered by the Bayswater Group. What follows is a summary of the services we offer in collaboration with TD specialists, each of whom are deployed to meet the specific, defined objectives of every individual client we advise.

• Investment planning
• Financial planning
• Retirement planning
• Legacy creation
• Business succession advice
• Private banking solutions
• Portfolio management
• Tax minimization & insurance strategies
• Estate & trust strategies
• Intergenerational wealth transfer
• Customized credit
• Philanthropic planning