The Fitzpatrick Wealth Management group has committed to the families and businesses we work with by putting them at the center of everything we do.
It starts by listening to you, the client – not just in our first meeting, but throughout our relationship. As you move through life’s stages, your needs and goals will change. Your investment and financial strategies must change with them.
We will create a stable, conservative portfolio that is designed to deliver consistent capital growth or income without taking on a level of risk that is unsuitable for a client in your situation. For some people, this might be a customized portfolio comprised of individual equity and fixed income securities. For others, this might be achieved by dividing assets among some of the world’s finest money managers through our “Premier Managed Portfolios” platform. Whatever the circumstances, it is our responsibility to help create the most suitable investment solution for each and every client.
The Fitzpatrick Wealth Management Group is built on the strength and expertise of its in-house team of experts. Adam Peters is in charge of advanced high networth planning. Michael Josey heads the estate planning team. Carol Farquharson serves as our resident private banking specialist. Our executive trust Officer is Noreen Macpherson. Philanthropic Advisory is headed by Jo-Anne Ryan. In addition to the extensive TD resources and professionals available to Fitzpatrick Wealth, we often engage external experts and professionals in order to best serve our clients' interests. Our well diversified skill set as a group, delivers to clients a comprehensive suite of optimized and scaleable solutions, encompassing all wealth management considerations.
Our commitment to understanding your circumstances and goals – coupled with our fact-based, no-nonsense, disciplined approach to investing – forms the basis of all our success. It is also the reason our clients are so comfortable recommending us to their friends and family.