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At Bechtel, McIntyre, Lewis Wealth Management we have brought together a highly diversified team across several different fields to help ensure that our clients receive responsive service and specialized advice. We service approximately 200 households who have entrusted us with approximately $350 million in assets. We are committed to providing exceptional service in meeting our client's needs and assist them in the realization of attaining their financial and retirement goals.
Highly trained TD specialists offer the full complement of wealth management services including discretionary portfolio management, wealth strategies, and tax, estate, and business succession planning. We strive to provide unbiased advice and innovative, cost-effective solutions for each of our clients' portfolios.
Our affiliation with TD Bank Group allows us to offer our clients wealth management solutions we believe are second to none. Through the vast resources at TD Bank Group we can ensure that our practice can deliver exceptional customer service as well as allow us access to the broad range of expertise under the TD brand. We want all of our clients to have access to the best services and asset management strategies available in today's financial industry and we feel that working with TD allows us to do so.
In addition to the resources found through TD Bank Group, we purchase equity research from several reputable companies including Argus, Accountability Research Corporation, Morningstar, SIACharts, and Strategic Analysis Corporation. This give our clients and ourselves access to some of the best research reports available and helps us to ensure our clients assets are safe, secure, and accessible.
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.
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398
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.