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