Committed to understanding your needs and helping you achieve your vision of success
Suite 900 421 7th Ave SW Calgary, AB T2P 4K9Map
Core Wealth Management
Team
Toll Free: (800) 449-5344
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
Vice President
Investment Advisor
Larry has been advising affluent families and business owners for more than 25 years. A licensed Investment Advisor, he specializes in portfolio construction, income generation and risk management.
Larry is an Investment Advisor with TD Wealth Private Investment Advice and Life Insurance Advisor with TD Wealth Insurance Services. His main goals are protecting family assets, transitioning assets through estates and minimizing taxes. He earned his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations in 1997 and stays current with extensive continuing education and training. He is a graduate of the University of Calgary with a Bachelor of Arts in Economics.
Larry uses comprehensive investment planning tools and a broad range of investment strategies. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending only the financial products he feels are suited to their needs. When customizing financial solutions he uses best in class investment managers and strategies.
Larry works successfully with a broad cross section of high net worth families and businesses. He derives great satisfaction from assisting people with some of the most important decisions of their lives.
He feels that he sets himself apart from the industry with accessibility, trust, outstanding service and friendliness. He offers a comprehensive range of Investment Planning, which includes estate strategies and investment advice.
Larry enjoys spending time with his wife Jean and his two grown daughters. You will find his family golfing, cycling and volunteering in and around Calgary.
Vice President
Investment Advisor
Michael is a Vice President and Investment Advisor with TD Wealth Private Investment Advice and a Life Insurance Advisor with TD Wealth Insurance Services.
With over 19 years of experience working with and advising affluent families and business owners, Michael specializes in portfolio construction, income generation and risk management. His main objectives for his clients are to grow and protect family assets, transition assets to future generations and to use strategies that minimize taxes.
Michael graduated from the University of Idaho with a Masters in Science, and earned his Canadian Securities course in 1997. He also stays current and up to date with extensive continuing education and training.
Through the use of comprehensive investment wealth tools and a broad range of investment strategies, Michael has been successful in helping his clients reach their goals. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending custom financial solutions and using best in class investment managers and strategies.
In his free time, Michael enjoys spending time with his wife Vivianne and their two daughters. You will find the family either hiking, biking or on the tennis courts in and around Calgary.
Vice President
Investment Advisor
Doug McPhee is a native Calgarian and graduate of the University of Calgary. He started working for a major investment dealer in 1988 and then joined TD Wealth Private Investment Advice in 1994 as the founder, and manager of the Calgary Branch. Doug holds his Certified Investment Manager designation and has been practicing for the past 20 years with an emphasis on portfolio management and tax efficient investment strategies. The McPhee Investment Team have over 30 years combined experience and currently manage over $250 million. Doug is actively involved in the community and serves on the board of several organizations including the Business For Calgary Kids Foundation and Young Entrepreneur's Organization. Away from work is spent with his wife Liz and their three boys.
Douglas McPhee, Investment Advisor, Calgary, AB | TD Wealth
John is a Client Service Associate for TD Wealth Private Investment Advice and is registered as an Investment Representative. He has held various roles within TD Group and has over 4 years of industry experience. John plays an important role in providing a legendary customer experience to our valued clients. He believes strongly that the client/advisor relationship is built upon trust and communication, and is dedicated to providing tailored solutions to match each client's unique needs. Wealth management means something different to each client, and through the discovery process we are confident that your long term goals will be met. We are lucky to have John as part of the team.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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