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Llewellyn Wealth Advice

"Working together to help you achieve what truly matters to you"

  • 79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map


As a team we have been providing comprehensive wealth management advice and solutions to high net worth individuals, business owners and their families for over 16 years. We have over 100 years of combined wealth management experience to draw from.  Our designations include Fellow of Canadian Securities Institute, Certified Investment Manager, Financial Management Advisor, Personal Financial Planner and Certified Retirement Specialist. Our commitment is to work with clients to help them realize their goals using the most suitable financial solutions while providing the highest level of service.
 
To create your personal investment and wealth plan, we tailor our broad expertise to fit your unique needs. We take an integrated approach, bringing in other TD specialists as required to address all investment, tax, estate planning, philanthropic and business succession needs, bridging your present-day circumstances to your financial future.

Llewellyn Wealth Advice 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: (416) 307-6672
Branch Fax: (416) 307-6680

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, I have answers. Let's have a quick chat.

Additional TD Specialists

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from our services?