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Ewald, Yanke and Associates Wealth Management

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

  • 412 Albert Street Waterloo, ON N2L 3V3Map

We strongly believe that strategic asset allocation is the most important determinant of a clients portfolio performance. 

Because of this, we take a long-term, strategic, pension-like approach to investing. Similar to pension managers we include an allocation to fixed-income, equity, alternative and real asset investments.  

We focus on providing goal-based returns rather than trying to outperform the market each year and taking potentially unnecessary risk.  We believe that, by minimizing down-side capture, our clients will benefit from a less volatile experience.

Within our strategic asset allocation we make small, tactical shifts to our geographical allocations and security selections when deemed appropriate.  Our decisions are based on thorough top-down and bottom-up research.

Ewald, Yanke and Associates 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: (519) 725-1214
Branch Fax: (519) 725-5806

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

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