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“Wealth is the ability
to fully experience life”
Henry David Thoreau
In the business of building trust we have developed a fresh approach to earning yours. And at the heart of our business is our commitment to establishing and maintaining integrity through ongoing dialogue with you. We make it our responsibility to determine what you value most in your life.
Trust is earned, not given. In every client interaction, we live by this belief and that is why we treat every relationship as sacred. We take a holistic approach to managing your wealth today, tomorrow and many generations to follow. You can take comfort knowing that your affairs are treated with the highest level of professionalism and privacy.
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.