Skip to main content

Corporate Park Wealth Management

Working together to help you achieve what truly matters to you


Committed to providing Essential, Extensive, Exceptional Service and Solutions

Through deep discovery I will learn what is important to you and create a unique Wealth Plan. With regular reviews and our commitment to providing essential, extensive and exceptional service and solutions, we will work together to help you achieve your goals. We appreciate you have worked hard to create your wealth and we understand the importance of protecting this and your vision.

At the heart of our relationship is “understanding you”.  Relationships are built on trust, and having a level of trust is based on communication, listening, and putting together a unique plan for you.  
I am committed to developing solutions that are custom tailored to a client’s needs which includes long-term risk-adjusted investment performance. I service:

  • high-net-worth families,
  • holding companies,
  • medium to large business owners and
  • professional corporations.  
At TD Wealth Private Investment Advice I collaborate with other TD specialists, to provide the comprehensive range of expertise that you may need. Together they offer:

TD Specialist Banner_2.JPG

If this resonates with you, please feel free to contact me for an appointment.

   
Click here to read our newsletter button.jpg  
LGBTQ Web_Button_Custom_Text_Button_11162020.jpg    
Female Investors button.jpg 
Responsible Investing 2 Web_Buttons_digital_10022020.jpg 
          Joint Account Pic.png 

Behavioural Finance button.jpg  Our Philosphy button.jpg  LGBTQ button pdf.jpg 
 
Healthcare Pros Cons button.jpg  practice capacity button.jpg  Pre Nup Check up button.jpg  

Corporate Park 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

Toll Free: 1(866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Do you know someone who would benefit from our services?