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
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.