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Working together to help you achieve what truly matters to you
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.
Toll Free: (855) 245-5104
Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
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 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.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
Passing on your Wealth
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
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.
You have questions, I have answers. Let's have a quick chat.