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 change. Your investment and financial strategies must change with them.
We will create a conservative portfolio that is designed to deliver stable, 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 our “Premier Managed Portfolios” platform. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.
The Fitzpatrick Wealth Management Group also utilizes the strength and expertise of other TD Specialists. Suzanne Coggins, Senior Manager High Value Clients is in charge of advanced high networth planning. Michael Josey, Estate Planning Advisor heads the estate planning team. Laura Lee Burke, Senior Private Banker can assist clients with their private banking needs Noreen Macpherson, Tax and Estate Planner can provide expertise for clients for trusts. Jo-Anne Ryan, Vice President Philanthropic Advisory Services can assist clients with their philanthropy needs. In addition to the extensive TD resources and professionals available to Fitzpatrick Wealth Management, we often engage external specialists and professionals in order to best serve our clients' interests. Our well-diversified skill set, as a group, delivers to clients a comprehensive suite of optimized and scaleable solutions, encompassing various wealth management considerations
We believe that our commitment to understanding your circumstances and goals – coupled with our fact-based, no-nonsense, disciplined approach to investing – forms the basis of all our success. It is also the reason we believe that our clients are so comfortable recommending us to their friends and family.
Fitzpatrick Wealth Management 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.