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Portfolio ManagerInvestment Advisor
The next few years could change the next few decades.
Let’s talk about what’s ahead of you.
380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map
But eventually, "what's next" will be a whole new life phase that requires planning and financial strategy to navigate. That's why our focus is helping executives and business owners to think beyond their current work-life stage, to the values and priorities that will define the next one.
This vision is the starting point of a comprehensive wealth management program designed to coordinate your entire financial life.
*As of October 26th, 2020. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
**As of October 14th, 2020. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
***As of October 19th, 2020. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
Our unique discovery process is about more than just gathering financial details. As part of our 7 Vision Questions, we engage in a priority ranking exercise wherein we discuss the events and values that could end up defining the next stage in your life. We also help ensure your priorities are aligned with those of your spouse or business partner.
This often includes family dynamics, business goals, health concerns, and ideas you haven’t had a chance to explore, like philanthropy or community involvement.
We compile our assessments and recommendations into a proposal that we present to you. We don’t require anything from you at this time, but we will walk you through the strategies we’re recommending and answer any questions you may have.
Should you decide to move forward, we will initiate our full wealth management program, which starts with a comprehensive financial plan. We begin organizing your financial picture and implementing the steps we’ve recommended, in order of priority.
We seek to answer two equally important questions: “What will your business look like without you?” and “What will your life look like without your business?”
You may never step away completely, but it’s essential to have a strategy in place to address the new priorities, opportunities and complexities that can develop over the long term. We provide a systematic process for designing and executing a custom exit plan, as well as the strategies and resources to service your entire financial household.
Many executives lack the time to fully consider questions that become increasingly significant as they near retirement or semi-retirement: Are your investments sufficiently diversified? What will your income streams look like in ten years? How will your deferred and equity compensation impact the next phase of your life?
We help executives take steps to maximize the value of their assets, protect what matters, and maintain financial clarity – within a process that’s designed to fit into a busy schedule.
The Lance Scott Investment 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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or its subsidiaries.
Toll Free: (800) 846-5836
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
English
University of Guelph
Ingersoll Rotary Club, Tillsonburg Chamber of Commerce, Dorchester Minor Hockey
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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