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A seasoned advisor with TD Wealth Private Investment Advice, Hartland and his team offer clients a complete range of financial solutions, providing a link to investment, insurance, professional money management, and comprehensive financial planning.
Our clients are business owners, professionals, executives, and retirees who hire us to provide them with a solid, reliable and a cost-effective financial structure enabling them to pursue their passions with complete peace of mind.
Our process begins by assisting each of our clients in articulating and implementing a comprehensive wealth plan that will serve as the road-map in achieving long-term financial independence and success. In addition, this plan is regularly monitored and reviewed so that it adapts to any important life or market events. We also provide comprehensive estate planning services, business succession planning, and trust services to ensure that wealth is preserved and effectively transitioned from one generation to the next.
As wealth managers, we offer fee-only discretionary and non-discretionary investment management/counseling and adhere to investment strategies designed to optimize capital allocation, protect assets, and generate predictable investment income.
Our Services include:
- Wealth & Portfolio Management
- Tax & Retirement Planning
- Estate Planning & Trust Services
- Business & Corporate Accounts
- New Issues & Structured Products
- Option Strategies (Covered, Uncovered, Spreads, Long-only)
- Access to TD Wealth Private Banking
- Liaison to TD Small Business & TD Commercial Banking
- Basic and Advanced Insurance Strategies (Covering the full spectrum of insurance solutions: Life, Disability, Critical Illness & Long Term Care)
Toll Free: (855) 695-0464
Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.