Kempenfelt Asset Management Group
Conservative, Comfortable, Meaningful Wealth Advice
We provide investment advice that is meaningful to our clients in a language they understand. High-net-worth individuals, business owners, professionals and foundations in Toronto, Simcoe County, Muskoka and the surrounding areas look to our team for conservative wealth leadership and attentive service.
Capital preservation is our top priority and we collaborate with TD specialists as needed to deliver tailored investment, retirement, business succession, tax planning and estate planning services.
For over thirty years, we have helped clients to make sense of the ever-changing financial markets and adopt the tax-effective strategies they need in order to help them achieve their goals.
- Wealth can create personal and financial complexity
- Wealth should be managed in context of a person's circumstances, values, preferences, and goals
- We can best achieve your goals by working closely together
- Creating an effective investment and wealth plan may take a group of integrated specialists
The advantages of advisor-managed investing
- A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio.
- Daily investment decisions can be entrusted to our team.
- Sudden opportunities and risks can be addressed swiftly.
- Cost efficient, asset-based pricing:
- Lets us focus on driving your portfolio’s success.
- Includes wealth planning.
- Fees charged to non-registered investment accounts may be tax deductible. Please consult your tax advisor to see how this relates to your personal situation.
Will and Estate Planning
We See The Whole You
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.