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Elmslie Wealth Management

Working together to help you achieve what truly matters to you

  • 412 Albert Street Waterloo, ON N2L 3V3Map

At Elmslie Wealth Management our objective is to plan for every aspect of your financial future. We work with you – helping you make the most of opportunities to build and preserve wealth.

We provide guidance to clients who are in or nearing retirement, including farm operators and business owners who have specialized needs such as transitioning the ownership of their business. We also provide investment advice and guidance to corporations, charities and foundations.

We help you define your objectives and analyze your unique circumstances to provide you with a strategy, using tailored solutions to help you to build and protect wealth. We strive to deliver sound performance backed by a thoughtful and measured investment philosophy, a competitive fee structure and personalized service.

A team of TD specialists (along with our colleagues at TD Canada Trust) and I are here to assist. TD specialists can provide you with expertise in wealth protection, insurance solutions, estate planning, trust services and charitable giving strategies, all of whom work to help grow, protect and enhance our clients’ financial lives.

Give us a call today by phone at 1-866-373-5576 or direct at 519-725-3124. You may also send me an email at to see how I can help you build a strong and secure financial future.

Specialties: Business Succession/Transition
Retirement Planning
Investment Management
Cash Management

Elmslie Wealth Management 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.


Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806

Additional Information

Meet The Team

We're redefining private wealth management.

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.


You have questions, I have answers. Let's have a quick chat.

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