Helping to enhance and protect the wealth you worked hard to build.
As a large team of professionals with a wide range of expertise, we foster a conservative investment approach and address complex financial needs with sophisticated strategies to help you safeguard and enhance your wealth.
We work with TD specialists with expertise in tax management, retirement and estate planning, trust services, banking and credit, commercial banking, business succession planning, insurance and charitable giving.
Together with these TD resources, we will work to:
- Establish a comprehensive, high-quality, tailored portfolio:
- Allocate your assets
- Aim to generate tax-efficient income
- Strive to preserve capital by investing with a margin of safety
- Select strategic investments given the current environment
- Recognize and honour your risk tolerance
- Rebalance your portfolio and deliver ongoing advice
- Innovate to combine fixed income strategies with equity solutions
- Operate objectively without bias toward any product or platform
- Perform sophisticated alternative investment strategies
- Keep you informed and educated
- Forge relationships with your future generations to provide ongling stewardship
- Provide transparency about our fees, transactions and performance
- Help with your day-to-day financial matters and help you make major decisions, and
- Strive to answer every call, so that you do not need to leave voicemail
Balancing growth and cash flow. Our goal is to generate cash flow and revenue stream in a predictable, tax-efficient manner while still growing your portfolio.
Our proprietary algorithm filters through 800+ North American equities. Our investment committee reviews the asset allocation and sector allocation on a regular basis and the algorithm results daily.
Sophisticated alternative strategies. We have the knowledge, expertise and experience to offer them. Talk to us if you are interested in learning more.
Behind our rigorous investment process are our people. The members of our team have been carefully chosen for their commitment, their professional ethics and their integrity. We promote a culture of excellence in every service that we offer to our clients.
Larente Baksh & Associates 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.