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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.

COVID & The Consumer: Convergence of generational spending

COVID-19 has had tremendous implications on how consumers spend their money. Anthony Okolie speaks with Juliana Faircloth, Global Consumer Staples Analyst, TD Asset Management, on the changing spending habits of baby boomers, millennials and Gen Z and the implications for investing. 

Which pandemic habits will you keep from 2020?

Breaking unwanted habits is hard. Creating a new habit can be even harder. But the global pandemic might offer an opportunity to create feel-good habits that stick around.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?