Choosing the right investments has become a challenge in recent times. Faced with a growing number of investment options, a very challenging market environment, and ever-changing tax laws, clients need skilled assistance to make the right choices. Proper management of their investments requires careful research and continual monitoring.
As an Investment Advisor, I am dedicated to the enhancement and preservation of individual and institutional investment assets. My integrated wealth management process begins by collaborating with my clients.
My goal is to help my clients and their institution develop integrated, comprehensive and customized financial solutions. Some examples of wealth management solutions include:
- Maximize after-tax income now and provide an estate equal to the original capital with the insured annuity strategy.
- Use an individual investment shelter strategy to protect extra assets from tax.
- Have enough critical illness insurance to stop loss and protect assets.
- Pay less tax and leave more with the corporate investment shelter strategy.
- Let your life insurance pay your taxes through an asset protection plan strategy.
Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations. My philosophy is to practice total return investing using a balanced approach through the use of pension-style managed money, with a focus on tax efficiency. Most of my clients look for an investment strategy that includes yield-first capital preservation and reasonable growth. I welcome an opportunity to speak with you.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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.