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We take your success seriously. We are committed to getting to know you in a way that allows us to act in your best interest, through every life transition, every important step and through every challenge as if it were our own.
We want you and your family to have the comfort of knowing that the complexity that comes with Wealth is being managed in a manner that is aligned not only to your goals but are in alignment with the Values you hold dear. Simplifying the complexities and helping our clients understand our strategies and solutions is something we strive to do in every aspect of our work together. You can then focus on the things that are most important to you.
Whether your success has come from a family business or through your efforts in corporate life we have the experience and Team that understands the challenges you face. We strive to stay ahead of the curve just as you have. Pursuing excellence means having people who listen to understand, are accountable and follow through on what needs to be done, while never shying away from the important and sometimes difficult conversations.
D'Souza Lau Wealth Management 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.
Dennis graduated from York University in 1988 and received his Certified Management of Accountant designation in 1993. He gained valuable experience as a Financial Analyst in the Transportation, Financial and Pulp and Paper industries.
As an Investment Advisor, Certified Management Accountant, Certified Financial Planner and Life Agent, Dennis’s knowledge and experience enables him to offer a wide range of distinctive, professional wealth management services. These services are designed for individuals, small business owners and their families. Dennis has an outstanding commitment to his clients and is continually upgrading his professional credentials to provide a superior level of service.
As a licensed Life Agent, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance.
Outside the office, Dennis is married to Helen and adores their three children Alicia, Lauren and Nolan. Dennis enjoys playing tennis, hockey, coaching soccer and movies. He is a strong supporter of The Canadian Diabetes Association and the Princess Margaret Hospital Foundation.
Joan joined TD Wealth Private Investment Advice in 2015 and has been a valuable member of the team since. Joan brings over 20 years of Wealth experience and is dedicated to providing administrative support and client service excellence. Joan graduated with a Master's Degree in Economics and a Bachelors Degree in Commerce from the University of Toronto In her free time, Joan enjoys hiking, scuba diving, skiing and tango dancing.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for 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.
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.
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.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
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.
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