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.Our services include:
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:
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.