Adopting a Comprehensive Approach
Whether you’re a new immigrant, a retiree, a professional or a business owner, our team first aims to uncover everything there is to know about your current situation, as well as your short- and long-term goals. We believe that it’s critical for us to have a complete understanding of your finances so we can provide you with recommendations and strategies that dovetail with your requirements.
Then, the planning can begin.
Then, the planning can begin.
Whenever it’s applicable, we leverage the range of resources available through the TD network so that your wealth management plan is as comprehensive as possible. By collaborating with TD specialists in tax, trusts, estate, mortgage lending, high net worth and business succession planning, we ensure you have access to the knowledge and experience that will help you make the decisions that are right for you, your family and your business. In addition, we will coordinate the efforts of your other professional advisors, such as your lawyer and accountant, to help you structure your operating company, holdco or family trust. We can also offer insurance strategies, as required.
Throughout, our team is dedicated to providing attentive and responsive service; we want the wealth and investment planning process to be as simple for you as possible. As part of this commitment, we strive to help our clients – and their children and grandchildren – become financially literate so they can better understand the investment landscape.
