Kempenfelt Asset Management Group

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Kempenfelt Asset Management Group

Conservative, Comfortable, Meaningful Wealth Advice

Office Location

33 Collier Street 3rd Floor Barrie, ON L4M 1G5. map

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 Beliefs

  1. Wealth can create personal and financial complexity
  2. Wealth should be managed in context of a person's circumstances, values, preferences, and goals
  3. We can best achieve your goals by working closely together
  4. Creating an effective investment and wealth plan may take a group of integrated specialists

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:
    • 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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.

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Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

Article

TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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