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Investment Advisor
Wealth management that evolves as your needs, priorities and circumstances change over time
33 Collier Street 3rd Floor Barrie, ON L4M 1G5Map
TD Wealth Private Wealth Management offers wealth and investment management solutions to a select group of personal and institutional clients.
Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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