Douglas Orford
Investment Advisor
BBA
Working together to help you achieve what truly matters to you
Phone
Office Location
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.
Phone
Fax
(506) 646-1127
Certificates
BBA
Languages
English
Education
Community Involvement
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.
Tailored Solutions
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
How the U.S. election may play out and what it means for markets
Article
How the U.S. election may play out and what it means for markets
As the U.S. election draws closer, investors will be focused on the potential outcomes and what it could mean for markets. MoneyTalk’s Greg Bonnell discusses with Kevin Hebner, Global Investment Strategist with TD Epoch.
As interest rates decline, is now the time to consider dividend stocks?
Article
As interest rates decline, is now the time to consider dividend stocks?
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
When do you have to pay capital gains tax on gifts?
Article
When do you have to pay capital gains tax on gifts?
Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.