Griffiths Underdahl Wealth Management

Griffiths Underdahl Wealth Management

Working together to help you achieve what truly matters to you

Contact us

Office Location

421 - 7th Ave. SW., Suite 900 Calgary, AB T2P 4K9. map

Navigate your financial journey with experience, knowledge and commitment on your side.

At Griffiths Underdahl Wealth Management, we believe that every decision you make either brings you closer to your financial goals or further from them. 

Over the years, we’ve helped families, business owners and professionals navigate their unique financial landscape with clarity and confidence. We have seen the difference that careful and attentive financial stewardship makes in the lives of our clients, and we firmly believe that finding someone you can trust to guide you through your financial journey may be one of the most important things you do to maintain your current quality of life and safeguard your future.

Ask us first

As your primary contact within TD Wealth, we are available to coordinate various aspects of your banking and investment portfolio and provide guided access to the vast resources available across TD Bank Group. 

We encourage you to lean on our up-to-date knowledge, extensive experience, and network of TD specialists working behind the scenes to ensure you are making the financial decisions that can move you closer to your goals, including:
  • Retirement income planning
  • Investment strategies, covering active and passive management and private equity
  • Optimal tax planning, considering the use of personal or family trusts*
  • Liquidity forecasting and cash management planning
  • Custom credit facilities to take advantage of opportunities to help to grow and diversify wealth
  • Wealth transfer strategies
  • Efficient business succession planning
  • Private foundation creation and management, or other philanthropic initiatives*
 
*In collaboration with other TD specialists

Discretionary Portfolio Management

We are qualified to offer you discretionary portfolio management, which means you can entrust your day-to-day investing decisions to our team with the knowledge that we are held to a higher standard, and that we embrace our obligation to put your interests first. Discretionary investing also enables us to respond nimbly to sudden opportunities and risks, which can be addressed swiftly under this model without waiting for your approval. In addition, discretionary portfolio management gives you access to premium investment vehicles typically reserved for institutional (pension fund) clients designed to potentially minimize risk and maximize consistent returns.

Risk Management

Risk management is a fundamental component of how we construct client portfolios. A big part of our work behind the scenes is monitoring your investments in order to manage and mitigate potential risks. We complete portfolio reviews and rebalancing based on our continual market engagement, fundamental research and macroeconomic analysis through which we derive an informed asset allocation strategy.
 

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

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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.
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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.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Implementing tax-efficient strategies

It's never too early nor too late to start thinking about tax-efficient strategies. To ensure that you're up to date on timely tax-related considerations, I've included a few articles below for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.

Our Clients

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.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

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