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.
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.