Jason Webster

Building Confidence.
At Webster Wealth Advisory Group, we provide independent, objective and comprehensive wealth services to select business owners, medical professionals, affluent retirees, and farming families across southern Ontario. Building on transparency, trust and sound financial principles, we focus on superior long-term investment performance grounded in disciplined asset allocation and security selection. We strive to give our clients financial confidence by providing long-term, conservative and reliable investment solutions underpinned by exceptional client service.
 

At Webster Wealth Advisory Group, we provide independent, objective and comprehensive wealth services to select business owners, medical professionals, affluent retirees, and farming families across southern Ontario. Building on transparency, trust and sound financial principles, we focus on superior long-term investment performance grounded in disciplined asset allocation and security selection. We strive to give our clients financial confidence by providing long-term, conservative and reliable investment solutions underpinned by exceptional client service.



Building a Legacy | Estate Planning Guide


At TD, we recognize the estate planning process, while extremely important, can feel daunting. As a result, despite the best of intentions, many people die without an up-to-date estate plan.
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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.

Empower Your Financial Future

Have questions about your financial future? Hear from Jason Webster about Stepping Into Retirement, Passing on the Family Business, and understanding a Legacy Toolkit. 
 
 

A Legacy Toolkit

Nothing gets built properly without the right tools. The same can be said for building a legacy. If you want commit your money to the next generation after you pass away, your finances need to be managed with care and precision.

Stepping Into Retirement

For many, a happy retirement is the ultimate life goal - a time todo all the things you've always wanted. Yet, the excitement of this new chapter can bring a touch of anxiety and hesitation because, let's face it, retirement is a significant life change.

Passing on the Family Business

As a business owner and entrepreneur, you've likely become adept at navigating through the challenges of owning your own business.

But when it comes to selling that business, there are several factors you may want to consider.

What to Expect

When you choose the Webster Wealth Advisory Group, you can expect:

Continuity

We build long-term relationships by getting to know you and your goals and taking a long-term approach to your wealth strategy.

Clarity

By following our time-tested process, we ensure that everyone is on the same page and fully understands the wealth solutions we have agreed on.

Competence

We take a thoughtful approach to your portfolio with the goal of mitigating risk through careful planning and astute asset allocation.

Confidence

We build your financial confidence by being available to answer your questions and concerns at every point in your wealth journey.
 

TD Specialists

We work collaboratively with specialists across TD to help provide access to various professionals to assist with your various needs.

TD Wealth Advisory Services team
Planning for all of life's stages through lifestyle and retirement planning, business succession, US property taxes and cottage transition, and tax strategies.

TD Wealth Insurance Services
Insurance-based solutions to support estate planning, tax advantaged strategies and various other insurance products customized to your needs.

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.