Kevin Swalwell
Senior Investment Advisor
CIM®
FCSI®
Sound investment advice built to help weather all market conditions
Phone
Office Location
Welcome to my website!
Our Core Belief is that a balanced approach to building wealth is truly the only way to succeed.
First, we believe that by taking the time to understand our clients and discover what matters most to them, should be the hallmark of every relationship.
Second, we believe that deep discussions should lead to highly tailored flexible plans that help meet our clients' stated goals. Rather than become stale and outdated, our plans progress and grow with our clients; thus enabling clients to see how they are progressing toward their goals at any time.
How we enact our Core Belief of a balanced approach to building wealth can be found in our Investment Philosophy.
We believe that having an Investment Philosophy is the most effective counterbalance to the behavioral tendencies of investors.
Our Philosophy is built around four cornerstones.
Discovery
At TD Wealth Private Wealth Management, we’ll uncover what really drives your financial decision-making. Under our new proprietary discovery process, we’ll get to know you on a much deeper, personal level so you can make better, more informed wealth decisions. It’s private wealth management redefined at TD Wealth.
Global Diversification
We believe that it is imperative to guard against any level of concentration in any one geography. Utilizing investments and asset classes from around the world help to insulate clients from excessive risk.
Dividend Bias
We believe that having a bias towards dividend-paying investments assists clients in two very important ways:
1. If the money is allowed to be re-invested, it creates a compounding effect that can improve the total return characteristics of the overall portfolio.
2. For clients that require income, dividends have the potential to increase if the companies continue to grow, which can help offset the effects of inflation.
Re-balancing
We believe that it is imperative to occasionally re-balance portfolios. Re-balancing allows a systematic return to proper diversification levels, while removing emotion from the process. A properly balanced portfolio should have better long term performance while at the same time reduce overall risk.
Anchor Wealth 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.
Phone
Fax
(905) 331-7523
Certificates
CIM®
FCSI®
Languages
English
Education
Ryerson University- Bachelor of Business Administration
Helping you achieve your vision of success
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your wealth plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
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.
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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