Whether you are investing for yourself, your family or your business, we can custom design an investment portfolio to meet your specific needs for growth, income or capital preservation. We provide you with access to virtually every type of investment, including stocks, bonds, GICs and mutual funds – all backed by proven investment strategy and top ranked capital markets research.
- Entrepreneurs, professionals and executives, who require a process oriented approach to accumulating and growing their wealth.
- Well-established families, who are seeking professional guidance to transfer their wealth to the next generation in a tax-efficient manner.
- Pre-retirees, who want to make the most of their savings as they approach retirement.
- Retirees, who require tax-efficient strategies to convert their assets into an income stream and want to maximize their estate for the next generation.
- All of the above, who are interested in a Total Wealth Management approach which includes investment advice, financial planning, will and estate planning, tax strategies and insurance.
We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.
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.