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For more than 20 years, the Webster Wealth Advisory Group has provided relationship-based wealth management for a select group of high-net-worth individuals and their families throughout Southwestern Ontario. Our customized solutions are driven entirely by our clients’ needs, evolving to support our clients through the various stages of their lives.
Our goal is to ensure that every client who walks through our doors leaves feeling financially confident, secure in the knowledge that their financial future is being professionally managed by a team who is 100% committed to seeing them through their complete wealth journey.
Building confidence about your financial future doesn’t happen overnight, but it starts the first time you sit in our chair.
No matter how complex or multi-layered your wealth landscape is, we’re confident our TD-backed team will be able to deliver a solution that’s right for you. We see the big picture objectively — and can offer advice that’s truly in your best interest, while providing the support you need to see your plan through.
Webster Wealth Advisory Group 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.
A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.
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.
Analytical and detail-conscious, Jamie assists Jason with portfolio construction and risk management. He also helps to build and maintain the team’s model equity portfolios: two Canadian (one for growth momentum and one for dividends) and one US model. Jamie helps our team to mitigate risk through astute asset allocation and makes adjustments based on our outlook. He also helps to source fixed income instruments such as bonds and income funds that we believe will do well going forward.
With tremendous accuracy and precision, Stephanie’s primary responsibility is cash management – she makes sure clients receive their RIF income on schedule, performs cash transfers, enters hedge fund trades according to Jason’s direction, and manages our clients’ other banking and cash flow needs. She also takes care of daily administrative tasks such as account openings, documentation for discretionary accounts, and preparing reports and reviews for accountants, lawyers and Jason’s client meetings.
Jesse works closely with Jason and our clients to help prepare wealth plans for families and gathers all the important documentation for their Wills and Estate planning. He stitches all the necessary forms, facts and figures together so our advisors can work efficiently with TD specialists to provide full-spectrum high net worth services. Jesse essentially gets everyone on the same page. As our clients’ first point of contact, he proactively sets up meetings for important discussions through a systematic review schedule he manages. He also helps with the day-to-day tasks that come his way, along with connecting with lawyers, accountants, and other advisors to meet the needs of our clients.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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U.S. Fed delivers rate cuts and mixed signals
U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.
It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”
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