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At the Hart Advisory Group we realize that Wealth management goes miles beyond investment advice and money management. Acting as your "Chief Financial Officer" our team creates and reviews the various elements of your wealth management to help ensure that the success you have earned today will be there tomorrow. Our comprehensive approach encompasses investment solutions and engages TD Specialists when appropriate who provide expertise in taxation, insurance and estate planning. Our practice is built on the pillars of trust, integrity, transparency and accountability.
Our Clients will typically include:
THE FRAMEWORK FOR SUCCESS - A personalized solution built on what's important to you
· Together we will work with you to determine important factors such as your objectives and time frames, your risk tolerance, and your need for capital growth and preservation. We will also consider your personal preferences in how our working relationship will proceed.
· Once we have an understanding of your goals and preferences, we will design a personalized investment strategy that takes into account your return expectations, income requirements, risk tolerance, time horizon and any other unique investment preferences. Our strategy will also help ensure that your portfolio is built with overall tax minimization in mind.
· Your investment strategy will be implemented through a custom-designed investment portfolio. We can provide you with personalized investment accounts or through access to third-party investment managers.
· We’ll work with you to monitor your progress on your path to success. We will review your portfolio with you on a regular basis, and will adjust your strategy when necessary to help keep you on track; it will be our responsibility to keep your portfolio in line with your evolving needs and the changing market conditions. We will also identify opportunities to help build and protect your wealth as your needs evolve through value-added financial, estate and insurance planning services provided by TD Bank Group specialists.
Toll Free: (855) 807-5724
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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