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Buckrell Wealth Advisors

"Working together to help you achieve what truly matters to you"

  • 5515 North Service Road 4th Floor Burlington, ON L7L 6G4Map

We, as members of the Buckrell Wealth Advisors team, believe that there are three keys to our job that helps us to work closely with you to develop a long-term, diversified strategy.

 First, we must be direct.  We work to be knowledgeable about you and your family’s situation.  We work to understand what you want your money to do for you.

 Second, we are your guide when you need us.  We will help you navigate the many choices you have with your money and show you how to diversify your portfolio in order to help you to maximize gains while minimizing losses.

 Third, it’s all about you.  We want to work with you to build a personalized, long-term strategy that we follow and monitor closely, so that you can maintain your lifestyle and enjoy a comfortable retirement.



Buckrell 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

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

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

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