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Lifetime Wealth Advisory Group

Tailored solutions in tune with your needs and the needs of those you care about


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Important though experience, intuition and knowledge are to wealth management, the fundamental ingredient in financial decision making is trust.

Not just trust in the markets or rates of return, but trust in the client/advisor relationship. Money matters are deeply personal. As a result, getting to know our clients extends way beyond the bottom line.

Our job is to understand client needs and aspirations while recognizing and respecting individual limitations. That is how we build and nurture client relationships intended to last a lifetime.

The name of our advisory practice reflects that conviction. At Lifetime Wealth Advisory Group, we believe that there is no substitute for personal attention when dealing with financial security. We build relationships from the bottom up so the foundation is secure and - above all - durable.

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Lifetime Wealth Advisory 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.

ADDITIONAL CONTACT

Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

Meet The Team

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.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

Early Inheritance for your kids

Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Achtung 2020

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The 2020 Money Makeover

If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

Do you know someone who would benefit from our services?