Borger Griffiths Wealth Management
Navigate your financial journey with experience, knowledge and commitment on your side.At Borger Griffiths Wealth Management, we believe that every decision you make either brings you closer to your financial goals or further from them.
Over the years, we’ve helped families, business owners and professionals navigate their unique financial landscape with clarity and confidence. We have seen the difference that careful and attentive financial stewardship makes in the lives of our clients, and we firmly believe that finding someone you can trust to guide you through your financial journey may be one of the most important things you do to maintain your current quality of life and safeguard your future.
Ask us firstAs your primary contact within TD Wealth, we are available to coordinate various aspects of your banking and investment portfolio and provide guided access to the vast resources available across TD Bank Group.
We encourage you to lean on our up-to-date knowledge, extensive experience, and team of TD Specialists working behind the scenes to ensure you are making the financial decisions that can move you closer to your goals, including:
- Retirement income planning
- Investment strategies, covering active and passive management and private equity
- Optimal tax planning, considering the use of personal or family trusts*
- Liquidity forecasting and cash management planning
- Custom credit facilities to take advantage of opportunities to help to grow and diversify wealth
- Wealth transfer strategies
- Efficient business succession planning
- Private foundation creation and management, or other philanthropic initiatives*
*In collaboration with other TD Specialists
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Explore wealth insights in our quarterly newsletter
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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.