At BDWM, we embrace your complexity and deliver on your ideal.
Our family office consists of Portfolio Managers and Investment Advisors, who among them hold the following designations: Certified Financial Planners (CFP), Chartered Professional Accountant (CPA®), and Chartered Financial Analyst (CFA®). We work in collaboration with TD specialists in an effort to maximize tax efficiencies while building your net worth.
These skilled researchers are also parents, friends, and community members who all share a common value – understanding your journey.
We strive to acquire complete knowledge through ongoing in-depth conversations with you, your family members, and your other advisers — questions that uncover fresh insights that help us to understand you — a full 360 degrees.Your story: your ideal.
With support from tech-savvy analytics and TD specialists in tax, estate, legacy, and insurance, we strive to make a clear impact not only with your investment performance, but in the achievement of your long-term aspirations.
Brazier Dupuis 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.