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Constitution Wealth Management

Working together to help you achieve what truly matters to you

  • 360 Albert Street 11th Floor Ottawa, ON K1R 7X7Map

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You have unique goals and we can help you achieve them. Our commitment at Constitution Wealth Management is to provide you with relevant, tailored wealth advice that brings you closer to achieving your goals day in and day out. By taking the time to understand the core of what matters to you and your family, we analyze all of the components in your life that make up your financial picture – allowing us to understand and cater to you like no other team can.

We use a unique Discovery tool, which allows you to better understand how you truly make decisions. Once completed, an analysis is run using behavioural finance theory that concludes how you behave as an investor, how we can best contour our approach to fit your unique style, and what the next steps are in creating your wealth strategy. At Constitution Wealth Management, our strategies go beyond just your money – we focus on a holistic strategy which revolves around things like your retirement, taxation, estate planning, and business succession.

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Set it and forget it is a thing of the past. With a full and complete understanding of your goals and values, we'll ensure that as your needs grow, our strategy for your wealth grows with you. We place an immense emphasis on relationship management, which means that we provide ongoing touch-points to provide you with the information, specialists, and care that you require for financial success. With over 60 years of investment and advisory experience, we're here ready for you with the solutions you need.


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Constitution 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: (613) 783-6197
Branch Fax: (613) 783-4075

Additional Information

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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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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