Although under the TD umbrella, the L&L Group also prides itself on providing independent investment advice. We focus on the following investment goals for our clients:
Capital Preservation
Preservation of capital is a conservative investment strategy where the primary goal is to preserve capital and prevent loss in a portfolio.
After-tax Income
We focus on not only income, but optimizing your after-tax income.
Growth of Capital
Whether you are starting a business, or scaling up an existing one, the importance of having enough capital is crucial for your financial future.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Retirement/ Income Strategies
Discretionary Wealth Management
Asset Protection Strategies
Asset Protection Strategies
Insurance Planning
Business Succession Advice
Business Succession Advice
Philanthropic Planning
Philanthropic Planning
Estate and trust services
Estate and trust services
Cash Management
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.