Larente Baksh & Associates, Wealth Management Group
Larente Baksh & Associates,
Wealth Management Group
Wealth Management Group
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Market Calls
We keep our clients informed by hosting Bi-Weekly Market Calls
During these calls, Marc Larente discusses the latest market news and events.
You have questions, we have answers! Each call ends with a question period. Choose to send us your questions beforehand or ask questions live during the calls.
Discretionary Portfolio Management
At Larente Baksh and Associates, we offer Discretionary Portfolio Management.
Benefits of Discretionary Investing
- You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
- One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
- Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
