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About Knight Bligh Family Wealth Management
Knight Bligh Family Wealth Management serves an exclusive group of families that represent the best of what we do. The limited number of relationships provides us with the opportunity to truly understand what is important to each family. Only after discovering what makes you unique can we implement the wealth management solutions that are designed to help provide you with your personal financial freedom. Our team is never satisfied with the status quo. We will continuously seek ways to improve our business, our service and ourselves. All decisions in the business are made with your interests first, followed then by our business and, lastly, our firm. Our success will be measured by how strongly we feel that we have played a significant role and contributed in helping you live and enjoy the best life you possibly can with the wealth you have created.
Helping you achieve your vision of success
Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click here or on the image below.
Knight Bligh Family Wealth Management 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
Darsh works to help motivated, successful, like-minded families overcome the complexity of today's wealth environment. He uses a long-term wealth management approach that helps clients to live their best life as they navigate their financial and life goals.
With over two decades of experience in the financial services industry, Darsh has been working with TD for over 25 years. He holds a Diploma in Finance and a Degree in Business Management. In his quest to fully serve clients, he has helped countless families in the community focus and uncover what it truly means to "Live Your Best Life."
Darsh is a life-long islander growing up in Victoria and now living in Nanaimo with his wife of over 23 years, their son and daughter. When not working you can find Darsh doing 100km bike rides around the island with his wife or outside walking the hiking trails with their Boxer “Dora”. His family focuses every day on living a life of kindness and gratitude. They never forget to set the compass on “giving back” to those that need it and always remind themselves to “laugh at yourself” now and then to stay grounded.
Knight Bligh Family Wealth Management 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.
Greg takes the necessary time with each client to discover what truly matters to them. Once determined, Greg will design a personalized long-term investment plan to solve issues and in addition oversee the portfolio design and strategic adjustments to asset allocations.
Greg is an Investment Advisor who has spent more than 25 years serving high net worth families in the Central Vancouver Island area. Greg's financial career started at King and Bay Street in Toronto shortly after graduating with a Bachelor of Arts Degree from Sir Wilfrid Laurier University in 1986.
In his spare time Greg enjoys traveling, golfing, cycling, playing hockey and coaching minor hockey. He lives in Parksville with his wife Jennifer and his two active sons Gavyn (18) and Jagre (17). Greg's family proudly supports Manna4life Cambodia, a charity founded and operated by Greg's brother Kevin and sister-in-law Leakhena.
Knight Bligh Family Wealth Management 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.
Candice specializes in providing a high level of client service and attention to detail. As a Client Service Associate, she provides dedicated administrative and specialized support to our clients, as well as the rest of the team. In her role, she acts as the primary contact with regard to account administration and day-to-day client inquiries. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism. Her friendly, kind demeanor is evident inside and outside of the office.
Candice received her Bachelor of Business Administration degree with a specialization in Finance from Vancouver Island University in June of 2014. She has been in the financial advising industry since 2017, and prior to that, she spent several years in customer service roles. She has completed the Canadian Securities Course, Conduct and Practices Handbook course and Life License Qualification Program.
When not engaging with clients, Candice enjoys running, playing tennis, preparing vegetarian meals and spending time with friends and family.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Mark Rogers
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Oana Papuc
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Treva Newton
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
advisors.td.com/knightblighfamilywealthmanagement
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New real estate changes for 2023: what they might mean for you
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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