Iron Bridge Wealth Management

Iron Bridge Wealth Management

Our work is helping you protect your life's work


At Iron Bridge Wealth Management, we take the responsibility of helping you protect your life's work very seriously. We are a team of highly qualified, disciplined investment professionals who came together by choice, not by chance.

We each bring diverse skills to the table and leverage the significant resources across TD to ensure you have the expertise you need under one roof. Drawing on our vast expertise in discretionary money management, as well as financial, estate and tax planning strategies, we deliver a comprehensive wealth solution designed to help turn your life's goals into reality.

And it doesn't end there.

Treating your hard-earned money like our own, we put our savings in the same wealth-building strategies that we recommend to you. An alignment of interests means your financial well-being moves in lockstep with ours, creating a foundation in which true, long-lasting relationships can be built.

Phone: (800) 229-1965
Office Location: 1210 London Road Sarnia, ON N7S 1P4

Contact Us

Portfolio management designed for you

During our early discussions, we will work with you to help determine the investment management approach for you and your family. Whether you prefer to steer the overall course, but leave the day-to-day duties to us or be actively involved in decision making for your portfolio, we offer an approach tailored to your needs.

As licensed portfolio managers, we are qualified to offer our clients the freedom to delegate the day-to-day management of their investment portfolios to us. This allows our discretionary clients to focus on other areas of their lives.

In a discretionary relationship, we collaborate to create your investor profile, based on your personal risk tolerance, time horizon and goals. We outline clear guidelines for the building and managing of your investment portfolio. From there, we make trading decisions and help manage your portfolio on your behalf, reporting regularly on performance and progress toward your goals.

Discretionary management is a preferred approach for many high-net-worth investors, in large part because it allows for agility and efficiency as markets shift and buying or selling opportunities arise.

If you prefer to be actively involved in day-to-day investment decisions, including final approval on trades, we also offer advisory services. With this approach, we provide you with recommendations and research about potential investments, working closely with you to create and manage your investment portfolio.

Pave the path to financial security

A clear and transparent process, coupled with the discipline to see it through, will help you reach your desired destination, even as your goals, priorities and circumstances evolve.

Listen

Using our unique discovery process, we get to the heart of what matters most to you. This deep dive involves evaluating your risk tolerance and acknowledging how your emotions and personality may impact your financial decisions.

Evaluate

Putting the pieces of the puzzle together, we develop a personalized wealth strategy that is aligned with your financial goals and tailored to help meet your unique needs today and deliver the lifestyle you want in the future.

Execute

When you're comfortable with all facets of the strategy, we put it into motion. We take advantage of our relationships with TD specialists to implement a comprehensive solution that allows you to navigate your financial journey with confidence and clarity.

Oversee & Reassess

Your goals and priorities will shift over time. Through regular monitoring and ongoing communication, we fine-tune your wealth strategy to ensure it continues to meet your needs.

TD Specialists

We work collaboratively with specialists from across TD to provide advice that meets your unique needs.

TD Wealth Advisory Services team
Assistance with planning for all of life's stages including lifestyle and retirement planning, business succession, and tax strategies

TD Wealth Insurance Services
Insurance-based solutions to support estate planning and other tax-advantaged strategies

TD Wealth Private Banking
Providing solutions for all your banking needs, with access to personal credit products, business banking, cross-border banking and foreign exchange

TD Wealth Private Trust & The Private Giving Foundation
Helping you leave your legacy the way you intend with a proper estate plan and will review, charitable-giving considerations, and corporate trust services.

Process and discipline – your roadmap to success

We believe a disciplined, time-tested process is key to ensuring you have the tools you need to stay committed to your goals. We pair our process with four wealth pillars, measuring the success of our decisions against the achievement of the following objectives:
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