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Bechtel McIntyre Lewis Wealth Management

Candid advice. Frank answers. Decisions steeped in integrity, care and discretion.

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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.


Building and protecting what matters most to you

Our time-tested deep discovery process is driven by our shared values – family, honesty and integrity. We work closely with you to establish your unique goals and lifestyle needs. Then, we create a comprehensive wealth strategy to help you achieve your short- and long-term objectives.


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Our proven process

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Objective, unbiased advice

With our open architecture, we are under no pressure to recommend bank-owned products. Instead, we are free to choose investments that suit you, your goals and your risk tolerance:

• Dividend-paying stocks – from large-cap businesses with strong balance sheets and revenue and earnings growth
• Fixed-income securities – a mix of floating rate instruments, preferred shares, corporate bonds and higher-quality high-yield bonds
• Exchange-traded funds (ETFs) – used strategically to complement the core portfolio
• Market-neutral investment products – to help counterbalance market downturns
• Alternative investments – to increase diversification


Effective risk management

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


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Bechtel McIntyre Lewis Wealth Management 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: (613) 544-4226
Branch Fax: (613) 544-4398

Additional Information

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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