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.
*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.