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Crake Fowell Wealth Management

Working together to help you achieve what truly matters to you



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Crake Fowell Wealth Management is the name of our investment advisory team and it is a full service wealth and life management practice the helps high net worth families and businesses strategically accumulate, preserve and protect their wealth.

Our titles present us as Investment Advisors, but there is far more to our practice than that. Supported by TD Specialists, we are able to provide the following services to our High Net Worth clients:

• Comprehensive Wealth & Life Management strategies
• Estate & Tax Planning strategies
• Insurance strategies
• Intergenerational Wealth Transfer planning
• Business Succession planning
• High Net Worth planning
• Charitable Giving and Philanthropic planning

Each of the components listed above are important and are all often intertwined in a full Wealth & Life strategy. It is crucial to ensure that each area is looked at to ensure that nothing is being missed in the overall plan.

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Our Investment Philosophy

We believe it is imperative that a solid, trusting personal relationship be built and nurtured with our clients so that we can act on material changes that occur in the lives of our clients and their families. Two-way communication is a cornerstone of our practice, and that makes sure we are well-informed to make the most prudent decisions and recommendations on behalf of our clients.



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Crake Fowell 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: (416) 512-6788
Branch Fax: (416) 512-6224

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, I 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.

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.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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