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Fitzpatrick Wealth Management

Helping our clients lead extraordinary lives.

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The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the center of everything we do.

It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will likely change. Your investment and financial strategies should change with them. 

We will help you create a stable, conservative portfolio that is designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through the TD Premier Managed Portfolio program. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.


Click here to read the Autumn 2022 Quarterly Wealth Insights Newsletter:

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We’re proud to be part of a group of business owners who are balancing profit and purpose to help make domestic violence and mental health #UNIGNORABLE How? Working with our local @SJUnitedWay we’re investing in the best run Saint John agencies that are having the greatest impact improving people’s lives. Visit the United Way Saint John - Quarter Club to learn more. #UWQuarterClub





Fitzpatrick Wealth Management is 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

Toll Free: (800) 341-7778
Branch Office: (506) 646-1120
Branch Fax: (506) 646-1127

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.

REQUEST AN APPOINTMENT

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

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.

Finding safety in the luxury goods sector

Inflation continues to stay elevated, but higher prices may not be hurting retail sales across the board, says Ben Gossack, portfolio manager, TD Asset Management.  Kim Parlee talks with Ben about how luxury brands and retailers may actually benefit from higher prices.

Return of the Overspender

The holidays are a time for family and joy, but they're also a time when many Canadians tend to rack up credit card bills. This year, high inflation and a possible recession threaten to squeeze our wallets. Here are some tips to help you enjoy the holidays without blowing the budget.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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