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Investment Advisor
Working together to help you achieve what truly matters to you
15388 24th Avenue Suite 208 Surrey, BC V4A 2J2Map
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and TD specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.