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Helping you achieve your vision of success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.
A unique discovery process anchored in a deep understanding of you
TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.
To learn more about how behavioural finance can impact your decision making, read the articles below:
After spending over two decades leading various teams in TD, I bring that experience and passion for helping families to define their Financial Roadmap to TD Wealth. In my time with TD, I recognized that it takes a team to be successful and together with the TD team, we are committed to helping you build a real plan based on your goals...a new path forward.
The New Standard
Philosophy - Portfolio management begins and ends with a well-defined investment philosophy. It is how we balance investors’ desire for capital growth with their fear of capital loss. It is how we harness the best investment practices of pensions, endowments and individuals to provide institutional-grade risk protection and real return portfolios. It is how we aim to meet your needs.
Asset Allocation - Global pensions and endowments have been rapidly shifting their investment strategy away from a traditional 60/40 approach to broad asset allocation and/or risk-based allocation.
Risk Factors - Risk-factor management is critical: minimize unintended and unrewarded exposure, while building portfolios based on outcomes, not benchmarks.
We believe risk-factor allocation will change the way the investment industry constructs diversified portfolios. Anticipating the effect of planned spending, inflows, inflation and taxes on the distribution of future portfolio values is a critical part of portfolio construction.
Focused on client goals - Properly places investor goals and needs ahead of “benchmark” performance.
Reduced volatility - Reduces the reliance on interest-sensitive low-return/high-risk investments to protect against expected volatility.
Consistent returns - Aims to deliver consistent returns with less pain: lower losses, less often, and for shorter periods of time.
Enhanced asset allocation - Enhances the traditional asset-allocation process, which is full of equity risk and rising correlations.
Proper diversification - Provides the foundation for a properly diversified portfolio.
The key to managing a contemporary portfolio in the current environment is in the clarity of the investment process.
To complement this strategy, we collaborate with other TD specialists in the areas of Estate Planning, Insurance, Private Banking and Trust expertise to jointly provide a comprehensive investment management program tailored for you.
The first step is easy - connect with me and let us help you discover how our investment strategy can make a difference for you and your family.
Whether you are just starting or are considering a fresh approach, we can help. Let's connect today.
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TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.
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