St. Croix Wealth Management Team
We are one of London’s most experienced wealth advisory groups, and passionate about providing long-term, conservative, reliable investment solutions to business owners, medical professionals, affluent retirees and their families. We manage your account similar to a pension fund
. Never chasing the highest rate of return, taking uncalculated risks, or speculating, we instead invest within predetermined parameters and follow a balanced, conservative approach. Supported by TD Specialists, we engage institutional-quality Portfolio Managers with proven track records who run some of the largest funds and collaborate with the big banks to bring you what we believe is the very best in research, due diligence and investment strategies. We are committed to full transparency and put your interests first.
Our team strives to deliver unbiased investment advice, with no obligation to recommend the bank’s products or platforms. We find most people are pleasantly surprised about our fair fees; we are very value-conscious. Most of our clients pay an asset-based fee instead of trading commissions, which aligns our interests while helping to lower their costs. We design a customized investment and wealth plan
for each client, engaging other TD Specialists when required. We believe that even the most sophisticated investors need a long-term, big-picture plan of the steps needed to help them grow and preserve their wealth that includes estate planning strategies, tax-efficient wealth transfer and more. If you are retired or about to be
, we practice prudent risk management and are conservative advisors to help preserve your precious capital base and generate a steady stream of income. We will help you determine the amount of capital you need to set aside to generate a sustainable income. Medical professionals
deserve to enjoy their wealth after spending years in school, assuming debt and working hard to establish a practice. We understand your specialized needs and restrictions, and by working with our network of professionals, we can help advise you financially on your medical corporation, RSP, insurance policies, real estate, and other holdings.For business owners,
TD Bank Group can provide advice and referrals utilizing its strong network, which can benefit entrepreneurs and help diversify your portfolio. We provide attentive, approachable service
and book regular meetings in advance. We speak in clear terms, convey timely market and investing information, and host seminars with top money managers.
St. Croix Wealth Management Team is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.