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