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Our commitment to you is to endeavor to create a stable, conservatively invested portfolio with reduced risk so that capital is preserved, while delivering both reasonable growth and income potential. To provide open, positive, ongoing communication designed to advise you of the steps being taken to help protect and increase your wealth. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy. As our value in your life grows, we will continue to work closely with you to help make your financial goals achievable.
Drew's Background: Drew has over 25 years of experience advising a wide range of investors with diverse financial situations and objectives. Our clients include professionals, high net worth executives, money managers, small corporations and financial institutions. Forging strong client-advisor relationships based upon trust and communication, Drew is committed to finding the best investment solutions possible that reflect the unique investment goals of each client. He has won the firm’s prestigious President’s Club* Award and Merit** Award since 2010 , demonstrating his commitment to client service and understanding clients’ goals and aspirations. Drew is the founder of the 3TO6TEAM, a division of the MLSE Foundation, a charity for at risk youth and sports development in Regent Park, Toronto. He and his wife are the proud parents of two daughters.
The Abbott Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. *President’s Club is awarded for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards. **Merit rewards sales employees who meet and exceed the business unit’s criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity and teamwork.
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.
Chad received an Honours degree with a focus on Finance at the University of Ottawa and is a Life Insurance Advisor through TD Wealth Insurance Services. Chad also holds the Chartered Financial Analyst and Financial Management Advisor designations. Research analysis, portfolio creation and comprehensive wealth planning are among Chad’s responsibilities on our team. He is committed to the highest standards of client service to ensure that our clients’ needs are being met.Chad enjoys golf and outdoor activities and lives in Etobicoke with his wife and two young sons.
As an entrepreneur who has successfully built, restructured and sold companies, Clay brings tremendous business acumen and experience building collaborative relationships to our group.Having owned an operating company and holding company, Clay believes that he is adept at practices central to investor’s success: deep discovery of a person’s needs, goals and parameters; consummate planning; tax minimization strategies; tax-conscious de-accumulation and transfer of wealth; estate strategies and business succession planning essential to help protect families and businesses. Clay holds a B.COMM. from Ryerson University. He is a master cyclist as well as an avid skier and a devoted dad.
graduate of York University, Cindy has been in the investment business for more than 20 years, and brings proven client service experience to the Abbott Advisory Group. She has completed her Canadian Securities Course and is a Life Insurance Advisor through TD Wealth Insurance Service. She is actively involved in the preparation of client reviews, retirement plans, and all ongoing, day-to-day administrative functions that support our exceptional client service program. Her understanding of the rules that govern TFSAs, RSPs, RIFs, RESPs, Informal & Legal Trusts, has made her an integral part of the team. Cindy takes pride in providing exemplary service, in a timely manner to our clients. Cindy currently holds her orange belt in martial arts and is currently working towards her black belt. She loves time with her family and long walks with her dog.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Gary Titmarsh
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage 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.
Charley Tsai
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Dale Durand
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Domenic Tagliola
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies 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 can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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