Who Benefits from a Comprehensive Approach?
As your investment advisor, we want you to call us when you are looking to buy a new car, when your son or daughter is getting married, when you have an opportunity to expand your business, or when you’re facing any life event. Because we are so tuned in to your current wealth strategies, we can help you make day-to-day decisions that can keep you on track to longer-term goals.

Individuals who we believe can benefit most from our service include:

Business Owners and Entrepreneurs

As a business owner, your financial situation has such complexity to it that you see the greatest benefit from a unified financial strategy developed with the resources of a family office. By pairing unbiased, goal-driven advice with the knowledge of a team of TD specialists, this is what we work to provide. 

Our service for business owners includes:
  • Designing an investment strategy that may allow you to minimize tax
  • Strategies designed to help improve liquidity and cash flow
  • Planning your succession and helping you create income streams in retirement
  • Managing risk and diversifying your assets

Retirees

Many of our clients are retirees looking to preserve their wealth for the purpose of living an active retirement lifestyle, family legacy and philanthropy. These goals require a focused approach to risk management, cash flow and tax strategy:

We help retirees to:
  • Pursue philanthropic interest and make the most of their contributions
  • Set up trusts and savings programs for younger family members
  • Meet their lifestyle needs while preserving wealth for set goals
  • Create an estate plan that reflects their priorities by introducing them to a TD specialist who can provide them with their expertise

Working Professionals

While you’re working, it can be difficult to find time to prepare for life after work. Our aim is to design a plan to achieve the level of financial stability and efficiency needed for retirement, while allowing you to live the lifestyle you want in the present. 

We help working professionals and pre-retirees to:
  • Grow your wealth for the purpose of retirement and other goals
  • Define a suitable risk-reward balance for your portfolio
  • Identify insurance strategies to help protect against liability
  • Make a smooth transition into retirement with tax and cash flow strategies