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Tailored solutions in tune with your needs and the needs of those you care about
1910, King Ouest bureau 330 Sherbrooke, QC J1J 2E2Map
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
Toll Free: 1(855) 504-7655
Branch Office: (819) 562-0050
Branch Fax: (819) 562-4028
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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.
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