Cut out the noise.
Hear what matters.
Watch our top story now
As an Investment Advisor with TD Wealth Private Investment Advice, my team and I offer customized wealth planning services for affluent and ultra high net worth individuals, families, corporations, foundations, and charities. By design we deal with a smaller number of clients, but at the same time we oversee and manage a large amount of assets. This enables us to effectively provide the highest level of service and attention to our clients and their needs. Focusing on affluent and ultra high net worth clients allows us to provide highly personalized service with cost-effective fee-based pricing.
We begin by creating a personalized comprehensive wealth plan to determine your current situation and your aspirations for the future. We provide advice on the most efficient ways to meet and achieve your goals. We focus on tax-minimization, portfolio management, retirement planning, business succession planning, and estate planning.
We believe your wealth is important and you should be engaged in its management. Our approach focuses on client involvement, which is achieved through regular contact, reviews, and analysis, as well as adjusting for any changes in your financial situation that may affect your wealth plan.
We also work closely with your tax advisor to meet your financial needs in a co-ordinated manner, and to make annual tax reporting a more efficient process for you.
Ultimately our services provide you with peace of mind, thus allowing you the opportunity to focus more of your attention on the people and things you enjoy in life.
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.