Who I Work With

Investors who prefer to work with a Wealth Professional to manage their assets between $2 million and $200 million.

Individuals and families requiring the assistance from a collaboration of TD specialists to help them reach their wealth goals, including:

     1. Creating retirement planning goals both in retirement and pre-retirement
     2. Maximizing retirement income
     3. Transferring wealth in a tax-efficient manner
     4. Investing in a cost effective transparent manner

Self-incorporated professionals, franchisees, medium and large business owners, and medical professionals requiring the assistance from a collaboration of TD specialists to manage personal and business assets.

Estates, foundations, and charitable organizations requiring a professional investment manager.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.