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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:
John St.Croix is a Senior Vice President and Investment Advisor at TD Wealth Private Investment Advice. He has over 25 years of experience in his role.
To John and his team, listening to clients to fully understand their financial needs, examining how money actually relates to their life and providing consistent, solid advice is an overall theme. "Listening to and understanding clients may sound cliché, in fact it's what we focus on every day."
In respect to providing advice and building investment portfolios, many of our clients are business owners, medical professionals and retirees so a solid, "pension style" approach is utilized. Rate of Return is important but secondary to being careful with peoples life savings - long term.
On a personal note, John lives in London, Ontario with his partner Sherri and has three daughters. He lives a very active lifestyle and is an avid reader. In fact, John wrote 2 books in 1994 and 1996, "Tips from the Top" as well as "The Baby Boomers guide to Wealth and Investing", Uphill Publishing.
In addition, John was a guest contributor to the London Free Press, Saturday business edition for several years. In 2002, John was awarded the Queens Golden Jubilee Medal for public service by Governor General Adrienne Clarkson.
Steve Hunter is the professional Branch Manager of the Award winning offices in London and Sarnia for TD Wealth Private Investment Advice.
Steve's team believes that the management of your family's assets is only a part of your wealth plan. There are several important questions that need to be answered by your investment plan beyond simply "how much money do I have?".
Some of these are:
How much money do I need?
What do I need money for?
Who is this investment plan here to protect?
What type of lifestyle am I trying to create for myself and my family?
What tools are available to me to assess my progress in an accessible way?
Who are my partners in this plan?
Steve believes the role of an Investment Advisor is to be your professional partner to ensure that all of these questions are answered, including being certain to stay close to you and your family to be the first to know when your needs change.
By working with Steve's team you will receive a detailed investment plan that will encompass your specific needs. In terms of portfolio construction Steve's team uses Pension Style management to take advantage of tax efficiencies, lower costs and an institutional approach to investing your capital for the long term. There are many individuals on Steve's team taking many different approaches to the professional management of their family's financial needs. Please contact Steve today to discuss meeting the professional Investment Advisor that is right for you and your family.
On a personal note, Steve is married to Adrienne, who is herself a primary school teacher in London, Ontario. Living in Lambeth, they are the proud parents of Cameron (2008), Madeline (2010) and Logan (2013).
Steve is a graduate of the globally prestigious Richard Ivey School of Business at the University of Western Ontario and has taken the Professional Financial Planning, Insurance Advisor, Options and Derivitives courses from the Canadian Securities Institute.
While attending the Ivey School, Steve was proudly a member of the 28 time Yates Cup Champion University of Western Ontario Mustangs Varsity Football team, which remains a group that Steve fervently supports.
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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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