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Brian Carr

Investment AdvisorCertified Retirement Specialist

"Our discovery and wealth management approach is driven by what matters most to you"

We offer professional investment and financial advice to a select group of Canadian individuals and families.

Our business is built around four key areas of focus:

1) Implementing investment strategies designed to mitigate downside movements while gradually growing capital over time.

2) Protecting against single events that could have a significant-negative effect on family wealth and security.

3) Establishing a structure and process for a family’s overall financial life that is as predictable, easy-to-manage, and tax-efficient as possible.

4) Being completely transparent in everything we do – including disclosure of all costs and fees, performance, and our client service and communication plans.

Our promise to our clients is simple: We manage your wealth with the same level of attention and respect, as if it were our own.

If you wish to schedule an introductory call with us - please do so through the website, via email, or phone.  

ADDITIONAL CONTACT

Toll Free: (888) 576-4447
Fax: (416) 983-3866
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958

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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Monthly Perspectives June 2018

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Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?