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Colleen Lawrence

Investment Advisor

  • BBA

Tailored solutions in tune with your needs and the needs of those you care about

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At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. With a deep understanding of your priorities and values, we will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. Whether your needs are straightforward or complex we are dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals.

As your needs evolve, so will the services and solutions we can provide. We will be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we will be there with the breadth of our expertise and the personalized attention you deserve. We stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

Wealth Management is a complicated process with an infinite number of moving parts. Our focus is on the four pillars of wealth: building net worth, implementing tax-efficient strategies, protecting what matters most to you and leaving the legacy you desire.

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We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.



We want you to live your best life in retirement – that's why we develop a tailored, comprehensive roadmap to help get you there. Also, making the shift to retirement can be a big change that sometimes feels overwhelming, so we make sure we are here for you every step of the way. Whether you're preparing to retire or ready to enjoy your retirement, we're here ready for you with the strategies and advice you need.  

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Survivor Guide to Retirement
Making Marriage Happier in Retirement
Bounce Back from the Retirement Blues
Retirement is Coming - How much will you spend?
Your U.S. Retirement Plan - Bringing it home
Dream Big in Retirement
Tax & Retirement Planning Guide
Top 10 Mistakes in a Will
Downsizing in Retirement
Extra Costs of Snowbirding


 

We can help you take steps today to transfer, preserve and manage your wealth for future generations. It's been a lifetime in the making. So now you deserve nothing less than specialized services to help you preserve your wealth and leave a meaningful legacy. From succession planning to gifting and philanthropy, we'll help you transfer your wealth to those that matter most to you.

In the years to come, trillions of dollars will move from one generation to the next. What people may not be aware of is this wealth transfer may also trigger one of the largest tax liabilities in history. That can mean the single greatest recipient of this movement of wealth may not be our sons or daughters, loved ones, grand-kids, or our favorite charities — it could be the tax collector.

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ADDITIONAL CONTACT

Toll Free: (800) 341-7778
Fax: (506) 646-1127
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127

LANGUAGES

English

 

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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