I believe that each client's goals and tax situations are truly unique, and that wealth advice is not one size fits all. Very often, I find affluent investors have not taken full advantage of tax efficient investment strategies available to high net worth families. Many times their plans do not consider income splitting and generational transition strategies. My team and I offer relevant wealth advice as it relates to your specific situation, so that we can help you protect and grow your wealth in a tax efficient way. We strive to provide ongoing support to help you make the best decisions for retirement planning, pension decisions, sale of a business, farm or real estate holding.
Ongoing review and adjustments to your portfolio is critical for success in an ever-changing world. Investment recommendations are made to clients, using the most up to date information from the analyst team in TD's Wealth's research department. Using this expertise, a well-diversified portfolio for today's political, economic, tax and interest rate environment is created and adjusted regularly.
For clients with specialized needs due to complex estates, business succession planning requirements, corporate investments, and philanthropic tax planning needs; additional TD Specialists can be made available to assist.