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Core Wealth Management

Committed to understanding your needs and helping you achieve your vision of success

Introduction

Core Wealth Management is located in Calgary, Alberta, and led by experienced Senior Investment Advisor, Larry Henderson, CFP®, CIM®. Larry is joined by Associate Investment Advisor, Brett Thiessen, and Administrative Associate, Nour Zrein. With over 35 plus years of combined industry experience Core Wealth Management has expertise in providing investment solutions and holistic wealth planning for High Net Worth individuals, families and corporations.



Our Commitment

Recognizing that integrity and transparency are paramount when operating as a trusted advisor, Core Wealth Management seeks to offer a dedicated and conservative approach to client wealth management. As your needs change and progress over time, we will tailor our services and solutions accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our comprehensive wealth planning strategies and advice will empower our clients to make more informed decisions and look forward to major milestones as we continue to build wealth together.



Discovery Process

Through our discovery process we walk our clients through behavioral finance theory to uncover the values behind their goals and how we can produce a unique investment policy which will allow them to achieve them.



Integrated Investment Strategies

Core Wealth Management is devoted to comprehensively understanding global markets and staying on the vanguard of changes in all asset classes and proactively providing key advice to clients on long-term trends.

We'll propose a customized investment solution that leverages the breadth of resources that TD Bank Group has to offer.  We use your goals and objectives to help define your unique risk parameters and time frame for a given portfolio of investments. Meeting your goals is our benchmark of success.

Our investment philosophy is built upon a foundation of time-tested portfolio management principles:

·       Long-term thematic investing, not short-term trading
·       Identifying sound investment opportunities that focus on dividend-paying stocks
·       Investing in quality businesses at attractive valuations
·       Continuously supervising portfolios with a disciplined approach to re-balancing
·       Constant reading of new trends to provide insight to clients on a variety of topics

We offer a range of advisory investment options, including:

·       Proprietary investment portfolios. These portfolios have a value focus and are designed to              be tax-efficient while helping to reduce volatility.
·       Pooled funds in both active and passive investment styles.

In the end, our investment strategy is only successful if it aligns closely to your plan and your goals.



Clients

We work with individuals, families, and organizations with investable assets over $500,000 dollars who have wide ranging, often complex financial needs. As our clients' needs change and evolve over time so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management can help to make you more confident in your decisions, and more focused on your future.



Fees

Fee transparency is important to our clients and as such you will see what you are paying for. No commissions for transactions means that our interests are aligned, and we can focus on what we believe to be best for you and your portfolio.

If you would like to learn more, please feel free to contact Larry, or Brett, and they would be happy to discuss in greater depth.

Core Wealth Management is 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

Toll Free: (800) 449-5344
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

 

Meet The Team

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Market Commentary

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