The team and I at TD Wealth work with executives and professionals to help ensure they achieve the financial success they envision for themselves and their families. We do this by engaging them in an ongoing, multi-step, goals-based planning process, to ensure they are efficiently working toward that vision:
We help them articulate their vision for financial success.
We identify the specific goals required to reach that vision.
We help them develop a plan to reach those goals.
We help them stick to their plan.
Working together with their team of trusted advisors, we help our clients achieve their personal vision of financial success.
Duncan has over 30 years of financial services experience, having graduated from Queen's University in Kingston Ontario. His experience has included a wide variety of roles in Canadian and Global banks, and for over 20 years has focused exclusively on meeting the needs of private clients. He looks forward to showing you how he can bring that knowledge and experience, together with the tremendous resources of the team at TD Wealth, to help you achieve what truly matters to you.
When not working with clients, many of whom he has enjoyed doing so for 20 years, he is actively engaged in a wide variety of pursuits including golf, cycling, and skiing, together with his family and friends. He and his wife have raised two sons, both of whom rose to the level of Canadian National Team athletes, and while one now completes his university education, the other continues his athletic pursuits, having recently competed at the 2018 Winter Olympics.
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.