At Orford Wealth Management, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we do that by getting to know you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we are dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself and your family.
As an Investment Advisor, Doug's mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. He will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Doug has been providing clients with comprehensive wealth management advice and solutions for over 30 years. The cornerstone of his business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. At TD Wealth, we collaborate with other TD specialists, to provide the comprehensive range of expertise that you may need. At the heart of our relationship is “understanding you”. Relationships are built on trust and having a high level of trust is based on communication, listening, and putting together a unique plan for you. Doug is committed to developing solutions that are custom tailored to a client’s needs which includes long-term risk-adjusted investment performance.
Doug was previously very active with the Tucker Park Recreation Association in Saint John. In May, 2019, he represented TD Friends of the Environment presenting a cheque to city Mayor Don Darling and members of ACAP Saint John (a member of the Atlantic Coastal Action Program) for tree planting along the parking lot. He also worked with the City of Saint John to secure a federal grant for an accessible viewing deck, which includes an accessible dock, signage, walkways, and ramps, that will allow easier access to the beach. He organized the funding event at Tucker Park with the Honourable Wayne Long announcing the funding of $29,250 in August, 2019.
What could you do with a team of TD specialists?
You'll gain the support of experienced Estate Planning Advisors that work with you to help you determine the form of coverage you need for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations. Your estate is unique and we work together to ensure it works to carry out your legacy.
Estate Trust Officers apply expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we work with other TD specialists and external professionals to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planners work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations, including creating retirement income streams, estate planning, business and insurance considerations,transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Private Bankers are familiar with the often-complex banking and credit requirements of affluent clients. To help you meet your unique and complex financial needs, your Private Banker may recommend a number of cash management, short-term investment and credit solutions.
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.