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 Spring 2023 Quarterly Wealth Insights Newsletter:
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.