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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

GS Wealth Trending Topics

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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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