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Escarpment Advisory Team

"Working together to help you achieve what truly matters to you"

  • 25 Corporate Park Drive Suite 101 St. Catharines, ON L2S 3W2Map

Our Investment Philosophy: 


As a team, we want to be your first choice for advice on all your financial matters.

We want to help you navigate your financial future with steady feet and composed thoughts, knowing that the choices made are the best thing for yourself and your family. We have seen many of our clients through excellent times and difficult times, as life stages came and went, and we have made it our business to be right there through everything to offer our advice and support where needed or requested.

Although the cornerstone of our investment philosophy is focused on providing sustainable income to our clients throughout their lives, we put people first, and understanding you is our first priority. Before we build your investment plan or make any portfolio suggestions, we need to get to know YOU and your unique needs when it comes to your wealth.

We take sincere pride in being assertive earnings investors. Our team is concentrated on building quality investment plans that primarily focus on the income needs of our clients, which are designed to be flexible – whether you saving for your future, or need to draw from your investments to support your daily lifestyle.

Our investment process based on particular input from each client – which starts with YOU. We believe in composing a customized investment plan, complete with current and future cash flow requirements, as well as a financial needs analysis. In order to help gain a clear understanding of your requirements, we believe in always maintaining open and honest communication with all our clients.

The passion that we feel as a team for managing investments and providing top-notch client service spills over into every relationship that we create - and we look forward to creating a long-term, meaningful relationship with you.

Testimonial:


"I believe that trust is of upmost importance when choosing an investment advisor. Other attributes such as loyalty and communication are essential, but trust weighs the most heavily for me when I was considering who I wanted to plan my financial future. I really like Howie's team approach to managing my portfolio. I know that I have a custom investment solution that is not cookie-cutter for all clients.

The constant communication and regular reviews that Howie and his team provide is evidence that they are constantly monitoring my investments and making adjustments as appropriate. The opportunities that are presented are tax-efficient and cost-effective, two things that are important to me.

I know that Howie and his team are working in my best interest and that I have a sound investment plan to help me reach my long-term goals. I want to be able to enjoy my retirement with no stress or worries about being under prepared financially – and for the first time I feel like this is exactly what I can expect."

- John Scott, Client

As of December 14, 2011. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

Escarpment Advisory Team 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.

ADDITIONAL CONTACT

Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

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.

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