Craig Henry, Investment Advisor,Whitby, ON

Personalized Solutions

From retirement and tax planning to estate preservation and generational wealth transfer, we take a comprehensive approach to aligning your financial strategy with your long-term vision so you can move forward with clarity, confidence, and purpose.

In-depth discovery

Your Wealth Management Experience

1.Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

2.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

3.Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

4.Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

5.Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

6.Ongoing Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

Your Wealth Management Experience

1. Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

2. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

3. Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

4. Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

5. Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

6. Ongoing Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

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Retirement Planning
Tax Planning
Will and Estate Planning
Transfer of Wealth
Multi-Generational Wealth

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

TD Wealth Specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Building wealth is only part of the journey, preserving and transitioning it thoughtfully across generations is what creates lasting impact.

We help you develop strategies that align your financial goals with your family’s long-term vision, balancing growth, protection, and legacy planning. By addressing everything from tax efficiency to estate structuring, we aim to support a seamless and intentional transfer of wealth. The result is a plan designed not just for today, but for the future of those who matter most to you.