Bayswater Group

Achieve what truly matters to you

We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in

Let's Connect

Our Services

At Bayswater Group, we subscribe to the principle of total wealth management, and look at the financial affairs of our clients comprehensively. Through a forensic and continuing discovery process we develop a deep understanding of your goals, immediate, medium and long-term.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Personalized Strategies
Investment Management
Philanthropic Planning
Total Wealth Management

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

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.

We subscribe to the principle of total wealth management, and we look at the financial affairs of our clients comprehensively.

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.

We value our commitment to our community.

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