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“The world is but a canvas to the imagination.”
Henry David Thoreau
Our "Discovery" process helps us plan with You and for You
One of the most important lessons we learned as students and in life is that in order to become good at providing advice, one must not only listen to understand, but also recognize that everyone’s economic and life situation is unique.
While we have been helping our clients discover and achieve what truly matters to them for over 27 years now, that message has become even more apparent now than ever. We understand that our clients are the most important part of our firm and that a meaningful conversation through deep discovery is essential before recommending any product or service.
Whether your objectives involve planning for retirement, managing your taxes, protecting your income and those who matter to you, or any of the other 11 wealth considerations, we want to help you make the best decisions.
Your Wealth Advisor - "Preserving your family legacy for over 20 years"
We take pride in knowing that we are your financial steward. We will walk you through the 11 Wealth Considerations and guide you through the financial maze. From our very first meeting, we will identify your goals and objectives, provide you with a road map, coach you along the way and help to ensure you get to your destination, on time and on your terms.
Toll Free: 1(866) 928-6561
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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.
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