Working together to help you achieve what truly matters to you



(519) 725-3949

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

              Trust. The core of the financial services industry. We understand that you are not only seeking industry expertise, but also an Investment Advisor who takes the time to comprehend your unique needs and can effectively communicate how the markets relate to your circumstances.

              With over 25 years of experience, the Investment Advisors at Grand River Wealth are experienced in the Financial Planning/Advising world and are very familiar with the many financial conditions you are experiencing today. Members of the Grand River Wealth team hold the Certified Financial Planner designation, and they strive to uphold the highest ethical standards.

              We believe in giving back to our community. Our Advisors volunteer their time in the arenas and on the fields and various courts of youth sports. You will find them holding positions from coaching to running and managing leagues.

              This passion flows through to our commitment to intergenerational planning. We believe that everyone should have a Financial Plan in place. We encourage working with the next generation in your family to establish a plan and savings strategy. We are there for every step of their coming-of-age journey from buying their first car, purchasing their first home, walking down the aisle, career establishment, retirement and eventually estate settlement.

              Grand River Wealth believes in an all-inclusive, holistic approach in order to provide a solution for the entirety of a financial problem afflicting our customers. Through strategic collaboration with TD specialists, we strive to find an industry solution to match our customers' needs. You can count on us to address your concerns as they pertain to:
  • Investment Strategies
  • Retirement Planning
  • Protecting Your Assets
  • Tax Management
  • Education Funding
  • Passing On Your Wealth
  • Banking and Credit Management
  • Business Succession Planning
  • Protecting Your Income
  • Planning for Major Purchases
  • Charitable Giving

              Our commitment is simple but impactful: establish trust and nurture it through efficient and reliable service! Thank you for considering Grand River Wealth in your financial journey. We look forward to discovering who you are and how we can best support you and your loved ones.

Grand River Wealth is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.


Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Federal Budget 2023: What you need to know


Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Want to become your own boss? Here’s a self-employment starter kit


Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.


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.