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Contact Gilbert Wealth Management Group/Équipe Gilbert Gestion de Patrimoine
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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.
At Gilbert Wealth Management Group we help you preserve and grow your wealth by developing and implementing wealth strategies tailored to you and your goals. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. As a client, you can rely on us to:
· Have a deep understanding of your financial circumstances · Develop a personal Investment Policy Statement aligned to 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
We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy anchored in: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.
We pride ourselves on developing a deep understanding of our clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
We specialize in working with high net worth families, foundations, not-for-profit organizations and trusts. Our clients include senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.
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.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Nicole Assee
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Market Commentary
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.
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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