Kempenfelt Asset Management Group, Investment Advisor,Barrie, ON

Office Location

33 Collier St., 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

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.

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.

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Wealth Planning
Portfolio Management
Will and Estate Planning
Retirement Planning

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.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Healthcare Practitioners

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.

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