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Buckrell Clark Wealth Advisors

Working together to help you achieve what truly matters to you

Buckrell Clark Wealth Advisors have built our reputation on a steadfast commitment to helping our clients protect and increase their wealth by striving to provide solid long-term risk-adjusted performance based on each client’s individual goals and risk tolerance. 

Our clients can benefit from working with a team of professional wealth managers who have the expertise and credentials to manage portfolios as well as the sophistication to address broader financial issues and considerations that are key factors in managing your financial wealth. 

Our team is seasoned and experienced, with a proven track record for assessing risk, structuring portfolios and providing comprehensive financial plans in a manner consistent with individual investment and financial objectives.   We are diligent in our efforts to provide the highest level of client service, and truly enjoy the relationships we have built with our clients.

While we recognize that each of our clients is unique, the detailed processes we utilize are disciplined and thorough, covering the bases of your overall wealth picture.  We work closely with you, and the other TD Specialists as well as other professionals that you may employ (accountants, lawyers) to provide you with a complete wealth management offering. 

Our fundamental objectives are:

  • To achieve the highest return while staying within a carefully defined, and mutually agreed level of risk tolerance.
  • To adopt the lowest risk strategy consistent with meeting specifically determined long-term financial needs.
  • To provide you with a comprehensive financial plan for you personally and/or your business.
Buckrell Clark Wealth Advisors 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.

ADDITIONAL CONTACT

Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. retail sales slump: An economic warning sign?

U.S. retail sales slowed in December as consumers grappled with the Omicron variant, high inflation, and supply-chain problems. Anthony Okolie speaks with Maria Solovieva, Economist, TD Bank, about the potential impact of weaker sales on U.S. economic growth in 2022.

One small step: The case for micro-resolutions

Change is hard. And resolutions can be quickly forgotten. Fortunately, scientists suggest smaller subgoals can be more achievable and have a big impact on our lives and finances. Here are some bite-sized resolutions almost anyone can keep.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

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