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Green Point Private Client Group

Working together to help you achieve what truly matters to you

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Green Point Private Client Group

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Advising high net worth investors  through life and business transitions

The Greek philosopher Heraclitus said, “The only thing that is constant is change.” His truth may apply to your personal and financial needs, which can change when you marry, divorce, become widowed or transition from your working life to retirement. Similarly, when you buy, sell or restructure a business or receive an inheritance or windfall, your financial situation can get more complex. Even if you saw these changes coming, it’s important to revisit your wealth plan to take advantage of the opportunities while helping minimize risks and volatility.

We are financial transition specialists who can help you manage your wealth and help meet the goals you’ve set for the future – even through life’s most complex shifts.

We are objective and unbiased. With the open architecture at TD Wealth Private Investment Advice, we have no pressure to sell bank products and are free to choose from a virtually unlimited range of investments.


Discovering your “why”

Your success can’t be understood with just a set of numbers. The TD Discovery process is in-depth and harnesses the cutting-edge field of behavioural finance, which helps us to dig deeper and understand your:
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With these additional layers, our team is well-equipped to help provide you with guidance when and how you want to receive it and can deliver relevant financial advice that can work toward helping you achieve your goals.


Addressing your “how” through goals-based planning

We work to help you plan your wealth to take care of the things that are most important to you – your family, home, business, and legacy, and your personal lifestyle and well-being.

In collaboration with TD specialists and the TD Bank Group, we offer sophisticated expertise in:

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Together, we help you navigate your wealth planning needs to achieve your short- and long-term goals.

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Green Point Private Client 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.

ADDITIONAL CONTACT

Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545

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Meet The Team

Rodney Beveridge

Portfolio Manager
Investment Advisor

Nader Nasr

Portfolio Manager
Investment Advisor

Suzanne Mansour

Client Service Associate


Audrey Kean

Manager Client Service



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We're redefining private wealth management.

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Annie BoivinBusiness Succession Advisor

Patrick AbsiEstate Planning Advisor

Annie BélangerEstate Planning Advisor

Nicole AsseeHigh Net Worth Planner

Teresa MalowanyHigh Net Worth Planner

François DesmaraisTax and Estate Planner


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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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

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Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

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Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

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Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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