Your wealth team for life.
We are a wealth team that cares and we will strive to prove it to you day after day.
You’ve done a great job amassing capital, and we owe it to you to help you to protect and enhance it. Drawing upon our conservative approach and the expansive network of TD specialists, we help you to protect and grow your assets by focusing on risk minimization and downside protection.
With our combined financial experience of over 50 years, we’ve learned that most investors value two major themes:
- Preservation of Capital is more important than the pursuit of gain, and
- Clients are generally not as brave as some advisors think they are.
Advising individuals and families, business owners with holding companies, doctors, dentists, corporations and charities across Canada with significant assets, we have the sophistication to address many of the wide-ranging or complex needs you may have.
We understand and honour our responsibility to place our clients’ interests first. This and our focus on capital conservation helps us to build long-term relationships that we truly value with our clients.
Bachelor of Economics
Supporter of Feed The Hungry
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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.