Buckrell Clark Wealth Advisors, Investment Advisor,Burlington, ON | TD Wealth

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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

Michael Buckrell

Investment Advisor
Portfolio Manager

Investment Advisor

Investment Advisor

Associate Investment Advisor

Client Relationship Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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