Spend your time on what matters
At the Gilbert Wealth Management Group, we’re committed to understanding your needs and providing you with exceptional investment solutions through the various stages of your life.
That’s why TD Wealth has developed a range of managed investment solutions – including TD Privately Managed Portfolios – that put your investments in the hands of professionals so you can devote your time to what really matters to you.
A one-on-one relationship with your Portfolio Manager
With the Gilbert Wealth Management Group, your Investment Advisor is also your Portfolio Manager, responsible for building and managing your investment portfolio, as well as making all the day-to-day investment decisions.
With TD Privately Managed Portfolios, two of the key benefits are –
A personalized portfolio – Your Portfolio Manager will sit down with you to understand your Financial goals, create a personal profile and put together a customized investment strategy designed to help you meet your goals
Direct access – You have direct access to your Portfolio Manager, which gives you an opportunity to shape the strategy behind the investment decisions being made for you
Understanding your specific needs
Your Portfolio Manager is a dedicated professional who will listen to your needs and work with you to develop a customized investment strategy that’s right for the goals you have set.
Your Portfolio Manager will –
Understand your financial circumstances
Develop a personal Investment Policy Statement to summarize and document your investment goals
Implement investment policies and strategies to help you meet those goals
Measure and monitor your portfolio on an ongoing basis
Rebalance your portfolio as necessary
Keep you informed of your progress toward your financial goals
Gilbert Wealth Management Group 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.