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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.
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.
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.
With over 23 year of investing experience, Paul has developed a disciplined, systematic investment process designed to help High Net Worth families and businesses strategically accumulate, preserve and protect their wealth with passion and a dedicated team to provide exceptional client service. Through extensive experience and research, Paul has found that focusing on companies that not only pay dividends, but consistently grow their dividends; clients are able to grow their assets over time, while also increasing their long-term sustainable cash-flow. In addition, Paul also takes a holistic approach with his clients, drawing on all the resources that TD Specialists has to offer clients, including Private Banking, Trust and Estate Planning, and Risk Management.
As a Chartered Financial Planner (CFP), Paul is able to assist clients plan for life's transitions. He also holds the Chartered Investment Manager (CIM) designation, and as Portfolio Manager, he is able to provide discretionary investment management, through TD Wealth's Privately Managed Program. He actively manages portfolios on behalf of clients who prefer not to be part of the day to day operation of their portfolio; always with their risk tolerance and investment objectives in mind.
When not focused on clients, Paul is an avid cyclist, triathlete and skier and likes to spend time with his wife and growing children, spending winters skiing and spending time in Collingwood and at the family cottage.
Don has been looking after the needs of individuals, families and corporations for over 18 years, and has over 24 years in the investment industry. He focuses on working with his clients and designing portfolios to meet their unique goals and objectives, and is licensed to use a wide range of investment products to meet these goals. Also he is a Life Insurance Advisor with TD Wealth Insurance Services. With his Chartered Investment Management (CIM) designation, Don is one of a select group of Portfolio Managers able to offer the Privately Managed Program, TD Wealth's premiere discretionary management program. He holds also a Certified Financial Planner designation, and is able to further assist clients' plans for all the transitions in their life.
Outside of work, Don can be found with his young family, participating and coaching their activities. As an Investment Advisor and friend, he believes in the value of giving back to the community, and also volunteers for a number of local charitable organizations.
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.
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 you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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 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.
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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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Ilan Braude
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
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