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CMB Wealth Management

Committed to understanding your needs and helping you achieve your vision of success

  Team_YourWealthSimplified.pngAt CMB Wealth Management, we believe that effective wealth strategies are built on a foundation of trust, knowledge and experience. We appreciate the time and hard work that has gone into creating your wealth and we know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex. 

Our fully customized wealth solutions are developed through a comprehensive process rooted in an in-depth understanding of your evolving needs and directed by our years of diversified experience helping high-net-worth families, professionals, active business owners, retirees and institutions grow, protect and transition wealth. 
 
By integrating the various aspects of your financial life into a single, achievable strategy, we aim to simplify your current situation as we take the steps necessary to help you realize your future objectives.

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We have assembled a team of like-minded portfolio managers who communicate clearly, think strategically and act decisively. With our varied backgrounds in law, banking and professional sport, each team member brings a unique perspective and different experience to our shared endeavour: helping you reach your goals.

As well, we will take the time to coordinate with internal TD specialists and will work with your other trusted advisors, such as accountants and lawyers, to ensure our recommendations are thorough and well thought out. 

We are qualified to offer both discretionary investment management services as well as traditional non-discretionary advice. In addition to our wealth planning and investment management services, we have access to the vast resources available across TD.

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CMB 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.

ADDITIONAL CONTACT

Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

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.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

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.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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