Integrated Wealth Planning

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Integrated Wealth Planning

You expect the best. We demand it from ourselves.

Integrated Wealth Planning
We share your drive for excellence. Our clients tell us it simply feels different here. 

Integrated Wealth Planning is a strategic advisory business. For decades, we’ve defended and enhanced our clients’ assets to help people achieve and expand their vision.

We operate with a deeply-rooted belief in the power of family, discipline, entrepreneurship and the drive to excel. We are driven to experience pride in our work and the rewards that come from building successful relationships.

We will be here to guide you throughout your path, undaunted by challenge or complexity.

Our Process

Comprehensive, integrated wealth planning. It's more than what we do. It's who we are.

We will help you articulate where you want to go and plot the strategy to guide you there.

Our Clients

The right fit is everything.

You've achieved a great deal but are uncertain about the future. You need the counsel of like-minded advisors.

Wealth Considerations

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.

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Money Talk

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

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

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Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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