Skip to main content

Ian Hart

Investment AdvisorCertified Retirement Specialist

  • CIM®

Working together to help you achieve what truly matters to you

HartAdvisoryGroup_Wordmark_72dpiRGB (3).jpg

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.

4 wealth pillars colour.jpg

Focused on multigenerational families, pre/post retirees, business owners and executives, we support our clients in all areas of their financial life; helping them make informed decisions based on a strong understanding of where they currently are and where they ultimately want to be. Our clients believe money is meant to be enjoyed. They are looking for the professional guidance as they want more time to  travel, run their business, and pursue interests other than day to day investing. By working together, we can help minimize the stress of investing and the complexities that come with managing one's wealth.

Our process starts with a thorough discovery meeting. By taking the time to uncover the meticulous details of your desires and what they mean to you, we will have a clear understanding of what's most important to you. Once your wealth goals and objectives are established, we'll create your customized wealth plan, employing the extensive wealth management resources of TD. This will ensure all areas of significance are protected from uncertainty. As our relationship develops, we will continually update and stay up to speed on any changes that life brings, possibly exploring new solutions that may become more relevant.

We will work hard to exceed your expectations of what an advisor relationship can be. Together, we will help you achieve your vision of success.

Underline graphic.png

A personalized solution built on what's important to you

Process Chart.png

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 specialists.

learn more ian.png

A student of the wealth management industry for the past 14 years, I've seen firsthand, the benefits of working with a knowledgeable investment advisor and the damage caused by not having one. This has shaped who I am and who I want to be as an advisor, ensuring my clients are well-educated and clearly understand the 'what' and the 'why' of wealth management.

Hart Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc.


Toll Free: (855) 807-5724
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

We're redefining private wealth management.

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.


You have questions, I have answers. Let's have a quick chat.

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.

U.S. banks disappoint. But are there bright spots ahead?

U.S. banks reported improved third-quarter results from the previous quarter, but continue to lag the S&P 500 Index. Are there any signs that's going to change? James Hunter, Co-Portfolio Manager,  TD Asset Management, talks about the latest results and the outlook for the sector.

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

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.  

Do you know someone who would benefit from my services?