Cut out the noise.
Hear what matters.
Watch our top story now
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:
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.