Bechtel McIntyre Lewis Wealth Management
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Welcome to a disciplined approach to building your financial future
No matter how complex your wealth situation – or how volatile the markets – we know the value of honest communication.
• Decades of experience working with affluent families underscore our team’s quality-focused investment process. We firmly believe that discipline is the key to long-term success.
• We provide a family office level of service for today – and for generations to come.
• Our research-driven wealth strategies and sophisticated risk management framework go well beyond basic asset allocation models.
Effective risk management involves much more than diversification and asset allocation. We take a long-term, institutional approach to risk management and aim to recognize, understand and help mitigate any potential blind spots. To that end, we:
• Establish clear goals
• Conduct intensive research and analysis
• Exercise discipline to stay the course
• Adopt a team-based approach to decision-making
• Monitor and review your portfolio and wealth plan on a continual basis
Building and protecting what matters most to you
Our proven process
- Discover
Uncover your needs, aspirations and risk tolerance - Plan
Create a plan to help meet your specific needs - Execute
Put the strategy into action and build customized portfolio - Review
Monitor and adjust your wealth plan over time
Objective, unbiased advice
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
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Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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