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GS Wealth Management

Honest Straightforward Advice

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At GS Wealth Management, we strive to provide exclusive, holistic wealth management solutions with integrity and transparency to high net worth families. Our goal is to fully understand our clients and build close, trusting relationships as we provide personalized, honest, straightforward advice. We focus on the fact that every person is unique and deserves customized wealth management solutions to help them to achieve their investment and personal goals and are guided by three main principles:

Honesty and integrity – In the conduct of our business, we will be straightforward, truthful and accountable in ensuring your interests come first and foremost.
Superior client service – We believe long-term relationships can only be sustained when superior service is delivered consistently and reliably.
Consistent long-term performance – Our objective is to deliver consistent performance for your investments from our team of financial professionals.

Our proven, straightforward process

Successful goal planning requires hard work and effort. Getting advice shouldn’t. Whether you are looking to potentially achieve financial security in retirement, provide for your children’s and grandchildren’s financial futures or ensure that a bequest is made to that special person or organization, our meticulous process is designed to present a well-defined and custom-tailored solution, and may help eliminate the financial “noise” that bombards you on a daily basis.

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Client interactions will begin with a deep discovery. Our discussions will revolve around your current financial situation to gather an understanding of your needs and wants, and to take the time to get to know you. Our information gathering process is simple, efficient and easy to complete. We enhance our relationships over time by incorporating several aspects of your wealth planning needs.

Once we understand your unique situation, we develop a personalized wealth plan explaining each option and recommendation. We strive to ensure that our solutions are straightforward and easy to understand.

An integral step in our process is the ongoing evaluation and adjustment of your wealth plan to help ensure that the current strategy is still reflective of your objectives at various stages of your life.

We believe that those who experience our process find their efforts more focused, their results more satisfying and they can continue to enjoy their lives.

Our team operates from our:

Mississauga Office
20 Milverton Drive, 2nd Floor
Ontario, L5R 3G2
T: 905 501 1918
T: 888 501 1918
F: 905 501 8606

Burlington Office
5515 North Service Rd., Suite 400
Burlington, Ontario, L7L 6G4
T: 905 331 7517
T: 877 331 7517
F: 905 331 7523

GS Wealth Management 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

Toll Free: 1(888) 501-1918
Fax: (905) 501-8606
Branch Office: (888) 814-9597
Branch Fax: (905) 568-2877

Trending Topics

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Facts about RRSPs:

●     Contributions are deductible against your income for Canadian income tax purposes, subject to your contribution limit, and are not taxed until you withdraw them as needed during retirement (ideally at a lower tax rate).

●     Taxable withdrawals can be made at anytime, not just during retirement.

●     The annual contribution room is 18% of previous year’s earned income up to a maximum contribution limit, subject to pension adjustments.

●     Your contribution limit for 2020 can be found on your Canada Revenue Agency Notice of Assessment for 2019.

●     The deadline for 2020 contributions is 11:59 p.m., March 1, 2021.

●     Contributions made in the first 60 days of a year can be used for the current year’s or the previous year’s tax filing.


Maximum Annual RRSP Contribution Limits

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Facts about TFSA:

  • TFSAs were introduced in 2009; unused contribution room carries forward to future years.
  • If you have never contributed to a TFSA, you could be eligible to contribute up to $75,500 this year.
  • Contributions are not income tax-deductible, but investment income earned and withdrawals are tax-free.
  • Funds can be withdrawn at any time, subject to the terms of the investments in the plan, and can be recontributed in subsequent years.
  • Like an RRSP, a TFSA account can hold cash, mutual funds, stocks, GIC, bonds,and more.
  • TFSA withdrawals do not impact certain federal government benefit and assistance programs, such as child tax benefits, Old Age Security or other guaranteed income supplements.


Accumulated TFSA Contribution Room

You will accumulate TFSA contribution room for each year in which, at any time in that year, you were over 18 and a resident of Canada, even if you do not file an income tax and benefit return or open a TFSA.


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Meet The Team

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.

REQUEST AN APPOINTMENT

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

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