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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

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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

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    MoneyTalk Investing

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    MoneyTalk Life

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

    TD Economics

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

    Monthly Perspectives - Half Full, Half Empty

    Managing expectations in a post-stimulus environment

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from our services?