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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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

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

Monthly Perspectives | Achtung 2020

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The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

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