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Welcome to Lions Gate Wealth Management.
Lions Gate Wealth Management offers a full service investment advisory practice focused on family and business transition. Our clients can benefit from having access to a team of TD Specialists who can help them to manage banking and estate plans in addition to the investment and wealth planning that our team offers.
We appreciate that money means different things to different people, so we begin each engagement with a deep and meaningful discovery based on our KFM principle “Keep Family in Mind”. Our discovery process helps families articulate their goals, identify financial blindspots, and prioritize their most important needs. This process helps us to consider how every family member is impacted by our wealth management decisions.
Whether the goal is managing a windfall, generating retirement income, planning for an estate tax liability, or leaving a bequest, we strive to establish in-depth relationships with each client based on trust. Our recommendations are rendered with a family’s aggregate investments, business, and estate in mind to help ensure that they have financial security in the future.
Our fee-based structure provides our clients with a tax-efficient incentive to align their interests with our own, and invest with a team that prides themselves on service, communication and accountability.
Amir P. Pourdad oversees the wealth and family planning needs of our private clients. Amir holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP) designations and is also a Life Insurance Advisor through TD Wealth Insurance Services. He is also an Investment Advisor through TD Wealth Private Investment Advice. Amir works closely with the Wealth Advisory Services group as well as with what we believe to be Vancouver’s most highly regarded legal, accounting, and real estate advisors to help ensure client portfolios are fully managed.
Matthew Phillips is a Vice-President and Investment Advisor for the past 23 years with TD Wealth. Matching client financial needs with investment outcomes has remained a cornerstone of his investment approach. His expertise is relied on to build and manage customized investment strategies for clients seeking growth, retirement income, and/or the preservation of capital.
Alex Volkovskis has over 7 years of client service, advisory and administration experience with TD Bank Group and is responsible for client service, portfolio maintenance, and reporting. Alex plays an integral role in helping to ensure client financial and service goals are being met.
The Wealth Advisory Services group is a team of TD specialists that can help you to grow, manage and transition your wealth. Comprised of professional lawyers, accountants, and planners, the team values an integrated wealth management strategy to help meet the unique needs of affluent clients.
Feel free to explore our website to obtain a better understanding of our service offering, team structure, and our commitment to you. We are always within reach so kindly contact us at 604.981.4585
Lions Gate Wealth Management 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.
Investing isn’t the only way to plan for your future. Your financial life – and your life as a whole – is made up of many moving parts: your family, business and career objectives, Will and estate plan and tax planning, to name just a few. As a dedicated wealth manager, Matt ensures that all the moving parts are working in harmony, and aligned to meet your specific objectives for the future.
To help steer you toward the future you envision, Matt and the Lions Gate Wealth Management team can custom-design a complete portfolio to meet your specific needs, providing you with a range of wealth management services to put you – and keep you – on track to help you reach your personal and financial goals.
Matt began his career in the investment industry in the mid-90's after graduating from Simon Fraser University with a BA in Economics. Matt is committed to delivering the highest level of professional advice, and prides himself in becoming a trusted strategic partner for his clients. Matt oversees all aspects of the client experience on the team, from managing client portfolios using a disciplined investment approach to implementing financial, estate and tax planning strategies. This commitment to industry leading advice and service, backed by over 23 years of investing experience, is evidenced by his long standing client relationships and steady flow of new client referrals.
Along with his wife Kitty, daughters Victoria and Elizabeth, Matt enjoys living in downtown Vancouver and experiencing all the city has to offer. Away from the office, he enjoys volleyball, golf, and spending time with family and friends. Matt is also passionate about giving back to the community and, along with the Lions Gate Wealth Management team, has worked on fundraising for the Greater Vancouver Food Bank Society, Covenant House, Aga Khan Foundation, Canadian Cancer Society, and Coast Mental Health.
Lions Gate Wealth Management 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.
I have the privilege of leading a group of banking and wealth management specialists that service the needs of executive level professionals, business owners, and corporations in British Columbia.
The strategies we offer are comprehensive and aim to help our clients achieve what is most important to them. Whether the goal is to manage a windfall, plan for an estate tax liability, financial security in retirement, or to leave a bequest, we strive to establish relationships with each client based on trust.
Our recommendations are rendered with a client’s aggregate investments, business, and estate in mind to help ensure that they enjoy peace of mind today and have financial security in the future.
We draw from the experiences of existing clients and have partnered with Vancouver’s most highly regarded legal, accounting, and real estate advisors to provide our clients advice that is always aligned with their best interests.
Many of our clients have been with us for years and we always hope that our relationships encompass many generations. We are truly grateful for the loyalty shown by our clients, and are determined to continue providing high caliber financial advice to re-earn this loyalty year after year.
On a personal note, I have the pleasure of working, living, and volunteering my time on the North Shore. I am actively involved in charitable organizations, social committees, and youth development.
I welcome an opportunity to meet, learn about your experiences, and determine how our group can best help you to accomplish your goals.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Luke Mlynarczyk
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Market Commentary
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