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Integrated Wealth Planning

  • 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

Monthly Newsletter: 

September
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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

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

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Hear what matters.
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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 - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from our services?