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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.

Will the lack of vaccines delay emerging markets from joining the global rally?

As COVID-19 case counts surge in developing nations, the divergence between emerging and developed markets is deepening, as well. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about the impact of slow vaccination rates in emerging markets.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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