At 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.
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.
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.