Advice, Tailored To Fit You
Our pension-style approach to wealth management is rooted in helping you to achieve your financial goals. We specialize in building custom tailored solutions to fit your unique needs, backed by some of the best research and portfolio management teams in the world.
Ennis Moyle Rowley Wealth Management Group has been working together for over 20 years to manage the complex financial nature of affluent families, small businesses, professional corporations, and large real estate organizations.
What fee-based, pension-style management means to you
- One simple fee allows for smother portfolio management and avoids expensive commission based trading fees
- Tax efficiency, as the fee may be tax deductible on non-registered investment accounts
- Predictable monthly cost that is not buried in the management fee of a transactional mutual fund
- Greater investment capabilities by allowing our clients access to large, institutional investment managers
- A true advice-based relationship over a transactional, or commission-based relationship
Beyond the investment and retirement advice you seek we also have access to experienced professionals, at no additional cost to you, who specialize in various areas such as:
- Retirement income planning
- Tax and estate planning
- Will review and advice
- Insurance needs
- Personal and/or commercial banking
Ennis Moyle Rowley 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.