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HighPoint Family Wealth Management

Working together to help you achieve what truly matters to you

  • 70 Market Street 3rd Floor Brantford, ON N3T 2Z7Map

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Who We Are

The team at HighPoint Family Wealth Management is committed to developing innovative strategies to help affluent clients grow, preserve and protect their net worth. By identifying investment opportunities that reflect your current lifestyle, risk tolerance and financial objectives, we can help create a customized blueprint for your vision of success.


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*Some of the above services are provided in collaboration with TD Specialists.


A Disciplined Approach

HighPoint Family Wealth Management offers comprehensive wealth and life management services to high net worth families and businesses. Leveraging our years of experience and deep industry knowledge, our team works closely with clients to develop a wealth management strategy that will help them reach their short and long-term financial objectives.

To be successful, that strategy must be based on a strong client-advisor relationship. We build this foundation by discovering who you are – the goals you’ve set, the decisions you’ve made and what makes you unique. Equipped with this insight, our team is well-positioned to develop a wealth management plan tailored to your particular needs.

At HighPoint Family Wealth Management, we favor a transparent, disciplined approach to investing, and believe that equal emphasis should be placed on risk management and a sound investment strategy. With appropriate asset allocation and effective diversification, we aim to develop a portfolio that can withstand volatility in the markets while optimizing long-term returns. Throughout, we keep the lines of communication open so we remain well-informed about your evolving circumstances and can continue to strive to make prudent decisions and recommendations based on that knowledge.

At times, when clients require additional expertise, we turn to TD Specialists who can offer advice in a broad range of complementary areas, including tax mitigation, business succession, charitable giving and trust and estate planning. Ultimately, our goal is to provide you with the strategies you need to pursue what matters most to you in life.

HighPoint Family 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.

ADDITIONAL CONTACT

Branch Office: (519) 758-1397
Branch Fax: (519) 758-1680

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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