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Bird Moore Advisory Group

"Committed to understanding your needs and helping you achieve your vision of success"

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At Bird Moore Advisory Group, our relationship with you is the key to offering you truly tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan.

By building a trusting and long-lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.

Team Approach

The Bird Moore Advisory Group is a firm believer in a team-based approach. Our complementary strengths allow us to provide our clients with holistic goal based financial solutions. We believe that our team approach enables us to provide a much higher level of service than the traditional advisory model. As a team, we make it a priority to provide greater contact, stability and continuity to help our clients achieve their family's financial goals.

We believe your unique vision should guide your wealth and investment plan. Our ongoing process helps us meet your unique needs as they change over time. We stay close to you and your life so that we are in tune with changes in your financial circumstances, investment goals, personal situation and vision for the future.


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We believe your unique vision should guide your wealth and investment plan. Our ongoing process helps us meet your unique needs as they change over time. We stay close to you and your life so that we are in tune with changes in your financial circumstances, investment goals, personal situation and vision for the future.


We start with a solid foundation to help build your wealth.

We will gather all relevant financial information and documentation, so that we can understand the complexities of your financial picture. After thorough review and analysis, we prepare a comprehensive financial plan to use as a road map to help guide us to your goals. Together we will help you define your specific goals and objectives, establish priorities and set time frames for making progress towards them.

We Structure Our Recommendations Based On Your Unique Priorities.

-Investment Planning - Tax and Estate Planning Strategies - Risk Tolerance - Cash Flow Planning - Retirement Planning - Charitable Giving - Liquidity - College Funding - Performance Objectives - Asset Allocation - Diversification -Creating a Legacy


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It starts with an understanding of your vision.

Our in-depth discovery meetings will give our team a thorough understanding of you and your vision. We become familiar with not only your finances, but will also explore your needs, visions of success, and your family's unique circumstances.

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It continues with ongoing collaboration.

We are proactive in our approach and regular contact helps us ensure that your wealth and investment plan reflects changes in your life vision and your evolving priorities. We will follow up with you on an ongoing basis, so that you are up-to-date and informed about changes in the financial world that could affect you, your family, or your future.


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Past Issues 

Trending News - March 2019 
Trending News - February 2019
Trending News - January 2019

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Bird Moore Advisory Group 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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

Going beyond the financial picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.

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