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Escarpment Advisory Team

Tailored solutions in tune with your needs and the needs of those you care about

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

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Hello! 

Thank you for taking the time to stop by. 

Our team specializes in helping you and your family reach your financial goals, whether that's getting ready for retirement, buying a new house or taking that bucket-list trip around the world. We are here to help you save for your kids and or your grandchildren. We are here to help you live your very best life.

All of these great things start and end with receiving the best advise- and that's what we strive to offer!

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We are dedicated to looking after you and your family the best way we know how, which is to get to know you – and what you need from us to feel good about the plan we will build especially for you.

We listen, so we hear you.

Key things we are committed to deliver to your family:

1. Tailored investment strategies to fit your goals.
2. Making decisions with taxes in mind.
3. Protecting your wealth.
4. Looking after your next generation, and your beneficiaries.
5. Open, honest communication.

Our goal is to help you reach yours, so you can enjoy it!


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Our investment process is 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 an open and honest communication with all our clients.



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The passion that we feel as a team for managing investments and relationships 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.

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

What the high-flying loonie could mean for your investments

The Canadian dollar has been hovering near a 6-year high against the U.S. dollar. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management, about the rise of the loonie, where it’s headed, and possible investment implications.

How an LGBTQ2+ tour operator is surviving the pandemic

Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

Do you know someone who would benefit from our services?