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:
- High Net Worth Individuals seeking a higher level of personal service and a more professional approach to managing their assets.
- Municipalities, Corporations and Foundations who require conservative investment strategies to help protect their assets and endowments.
- Successful professionals and business owners who need a structured approach to managing their personal and business assets.
- Pre-retirees who require investment and wealth plans to help them make the most of their savings.
- Retirees looking to maximize their after tax income and preserve their capital. Looking to convert their asset's into an income stream and maximizing their estate for the next generation.
- Families, professionals, high net worth individuals who 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.
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.
Hart Advisory Group consists of Ian Hart, Investment Advisor. 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. – Member of the Canadian Investor Protection Fund.