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Your ambitions are at the heart of everything we do
Our success is measured on yours, and we work tirelessly to help you realize it – one thoughtful decision at a time.
No matter where your wealth journey takes you, we have the knowledge, resources and expertise to help guide you through it. With our family-office approach and decades of combined experience, our team is united by our shared commitment to supporting you and your goals.
Tailored to you and your family
Our process is simple in scope but is designed for seamless in execution.
The four pillars of wealth
With a strong foundation, we can help you turn your ambitions into your reality.
Full-spectrum solutions*
Whether your needs are straightforward or complex, we're dedicated to delivering tailored wealth management strategies with client-focused service.
Get in touch
We'd love to hear from you. Contact our team to set up a meeting to talk more about your needs and how we can help.
Bytown Wealth Management 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.
George began his career in the financial services industry in 2000 and has built a thriving Ottawa-based practice. He specializes in providing dedicated support and bespoke solutions for the complex needs of affluent individuals and families. As a Portfolio Manager and Senior Investment Advisor, George leverages his experience to ensure that his clients have the tools, advice and confidence they need in order to help them reach their goals.
George holds the CFP®, CIM® and FCSI® designations.
Bytown Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Brad Myers
Associate Investment Advisor
As an Associate Investment Advisor, Brad works with affluent individuals and families to deliver custom wealth management plans. Brad started in capital markets in 1997 and has since specialized in working with high-net-worth families. Brad focuses on understanding our clients’ financial needs and building customized plans that address unique needs related to investments, retirement planning, estate planning strategies and alternative investment solutions.
Brad holds the PFP® designation and is licensed to advise and trade options.
Charles Adams
Associate Investment Advisor
CFP®,
Charles has been in the financial services industry since 2007 and joined TD Wealth Private Investment Advice in 2015. He has extensive capital markets experience and works closely with our high-net-worth clients to understand their big picture. As a holder of the Certified Financial Planner designation, Charles supports our clients with all their planning and long-term strategy needs, developing customized financial plans that address retirement planning, education planning and investment solutions.
Charles holds the CFP® designation and is licensed to advise and trade options.
Jake Easby
Client Service Associate
Jake started at TD Wealth in 2019 and joined Bytown Wealth Management in 2021. He focuses on ensuring operational efficiency and assisting our team in providing a seamless client experience. Jake is continually advancing his knowledge through industry training and professional development courses that enable him to provide support and expertise to our clients by answering questions and providing context.
Jake holds a Bachelor of Business degree in Finance and Economics from St. Francis Xavier University.
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
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.
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.
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 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.
REQUEST AN APPOINTMENT
You have questions, we have answers. Let's have a quick chat.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Danielle Carter
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Maurice Gould
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/bytownwealthmanagement
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
Money Talk
Cut out the noise. Hear what matters. Watch our top story now
Money Talk Life
Life: your family, money, job, home -- we help you connect the dots.
Planning a winning RRIF strategy
If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
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