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Kempenfelt Asset Management Group

Working together to help you achieve what truly matters to you

  • 33 Collier Street 3rd Floor Barrie, ON L4M 1G5Map

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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.


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Our services include:

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The advantages of advisor-managed investing:


  1. A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio.
  2. Daily investment decisions can be entrusted to our team. 
  3. Sudden opportunities and risks can be addressed swiftly.
  4. Cost efficient, asset-based pricing:
o   Lets us focus on driving your portfolio’s success.
o   Includes wealth planning.
o  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.


Kempenfelt Asset Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of the Toronto-Dominion Bank. 

ADDITIONAL CONTACT

Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Bulls and Bears Battle: Facebook

Facebook recently reported solid earnings thanks to pandemic-driven traffic and ad sales. But will the increasing focus on user privacy hurt revenue growth? Anthony Okolie speaks with Andriy Yastreb, Telecom and Media Analyst, TD Asset Management, about the bull and bear case for Facebook.

Your home, your unforeseen treasure

Low interest rates brought on by the COVID-19 pandemic are driving high home values in many communities. For retirement-aged Canadians, it could be raising an interesting question: Is it time to downsize or better to stay put?

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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