At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a seasoned Advisor with TD Wealth Private Investment Advice, my team offers clients a complete range of financial solutions, providing a link to investment, insurance, professional money management, and comprehensive investment 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 to help them pursue their passions.
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. In collaboration with TD Specialists, 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.
- 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)
*services listed above are provided in collaboration with TD specialists
Andrews & Steiner Private Wealth Group 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.