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The SCOTT Investment & Wealth Advisory Team believes in “Thinking of the Big Picture”.
At the beginning of our relationship, before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors. These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share.
In Thinking of the Big Picture, The SCOTT Investment & Wealth Advisory Team uses a wealth management process designed to simplify the complex set of decisions needed for your financial future. This means revisiting the financial decisions you’ve made over the years and the goals you’ve set for yourself in the years to come. We help business owners, executives and their families clarify their individual financial and life goals. We create personalized investment plans and manage the process through regular portfolio reviews. Our goal is to maximize client returns in line with their goals and individual risk tolerance.
We work with you to build a long-term strategy that we follow and monitor closely so that you can maintain your lifestyle and enjoy the retirement you envision. While our custom solutions are what attracts our clients, it is our hands on approach and personal service that creates a lasting relationship with them.
Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
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.