Gilbert Wealth Management Group/Équipe Gilbert Gestion de Patrimoine
Tailored solutions in tune with your needs and the needs of those you care about
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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.
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Your Unique Goals
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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