John Pendrith, Senior Vice-President, Investment Advisor
Pendrith Wealth Management provides investment management solutions for high net worth families and corporations customized to their unique situation.
When we begin working with a new client, we make sure to understand the various circumstances of their current financial situation, their risk tolerance, their time horizon, and have a clear understanding of what their financial goals are.
Once we have a good understanding of the client, we conduct a thorough investment and wealth plan. Investment plans can do wonders for both our understanding of the client as well as helping the clients to have a much better understanding of where they are financially...
We then determine an optimal strategic allocation for you, and build a portfolio that we feel will best represent this allocation.
We strive to make sure that the quality of service you will receive from a trade execution and administrative standpoint are second to none. It is something we value with utmost importance. We will work closely with your accountant, private banker and lawyer to help create a seamless experience.
As a client of Pendrith Wealth Management, you have complimentary access to TD Specialists who specialize in financial planning, tax, estate, insurance and business transition. This allows John and his business to be very efficient from a high level and to help ensure that you are covered from the various financial aspects that are unique to you.
Pendrith Wealth Management consists of John Pendrith, Senior Vice President, Branch Manager, Investment Advisor; Paul Coleman, Manager Client Service, Associate Investment Advisor; Alexandra Matveeva Client Service Associate. Pendrith Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.