Skip to main content

Integrated Wealth Planning

"Working together to help you achieve what truly matters to you"

  • 5515 North Service Road 4th Floor Burlington, ON L7L 6G4Map

We understand the unique challenges you face as you stand at the intersection of family, business and ownership.


OUR BUSINESS
 is about standing there with YOU.





We work with families who own family businesses.  We have built our business around helping families with family businesses as they wrestle with the questions that so often stem from success.

We are experienced professionals in our field and are passionate about working with clients like you to build and implement a strategy that translates your years of investment in your business into the lifestyle and legacy that you have been working to achieve.

We have the experience and resources to help you define what you want for your family and for your business.  We will work with you to build a plan that is designed to help set you up for success on your terms, and will factor in contingencies in case circumstances change in the marketplace or within the family.

We invite you to connect with us and experience what we have to offer and why it is remarkably different.



Integrated Wealth Planning is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

 

ADDITIONAL CONTACT

Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523

Additional Information

See below (under More Links) for an archive of our past presentations.  All presentation decks are available below in PDF.  Please contact us if you would like to discuss the specific content in more detail.

Alex and Laura

Why is "Literacy" Imporant to me if I Already Know How to Read? ~ CAFE Family Business FORUM, November 2015
Innovation Beyond Finance ~ FEI Canada, March 2014
Optimizing Your Professional Medical Corporation ~ OMA, September 2013

Meet The Team

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.

REQUEST AN APPOINTMENT

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from our services?