MAP
LIST
Investment AdvisorPortfolio Manager
Working together to help you achieve what truly matters to you
79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map
Geoff Kidder, Portfolio Manager & Investment Advisor For over 25 years Geoff has been helping his clients in his role as an Investment Advisor; the past 19 years at TD Wealth, after previously working for another major Canadian investment firm from 1990 to 1995.
At TD Wealth Private Investment Advice we provide professional, custom-tailored investment advice for clients with complex financial needs. We help clients identify their financial and investment planning needs and structure their portfolios to help them to preserve and grow their wealth.
We have two very unique areas of specialization:
1) Risk-adjusted tax-efficient investing: It is not only about the top line performance, it is also about how much risk was taken to generate that return, and how much is left after the tax-man gets their piece.
2) Alternative Strategies: There are other ways to invest beyond the traditional strategy of buying and holding stocks, bonds and mutual funds. True diversification is only possible once we explore the opportunities to earn positive returns in many different markets, in both rising and falling markets.
Some areas to consider in this alternative space include hedge funds, managed future funds, and precious metals.
The main goal in our relationship with our clients is, at the end of the day, or decade, is to help them to achieve financial comfort. We really do believe that providing added value is the goal of each of our daily activities.
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
.jpg?width=298)
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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.
[1].png?height=169&width=)
