As members of the Turnbull Wealth Management Group (View our Team Brochure), our objective is to provide you with our expertise and help you plan for every aspect of your financial future. We work with you – helping you make the most of opportunities to build and preserve your hard earned nest egg in today’s increasingly complex marketplace. We provide guidance to clients who are in or nearing retirement, including small business owners who have specialized needs such as transitioning the ownership of their business. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to build and protect wealth, and leave a lasting legacy. Since 2007 we have been working to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service. Our team includes 2 investment professionals with 30 years of combined experience in the industry, and is led by Investment Advisor, Darrell Turnbull, and associate Andy Drakopoulos. We also work in collaboration with a Team of TD Specialists who provide their expertise in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies, all of whom work to grow, protect and enhance our clients’ financial lives. Please get in touch with us today to see how we can work together to build a strong and secure financial future for you and your family.
*Turnbull Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.