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We work with individuals, families and organizations with considerable investable assets and wide-ranging, often complex financial needs.
As our clients’ needs change and evolve over time, so do the services and solutions we offer. Managing considerable wealth can be complicated. We will utilize a distinct Discovery Process to help get to the heart of what matters-the hopes, dreams and goals of you and your family-to shape and to help build your personal wealth strategy and help you achieve your personal vision of success. Once your strategy has taken shape, we will likely build a handpicked advisory team of TD specialists to help put your plan into action and monitor its success.
Whether you're building your business, shifting into retirement or planning your legacy, we'll work with you throughout your journey.
We look forward to working with you and your family.
Working with Mackie Sidhu Wealth Management, learn more in our teams brochure linked below.
Quarterly update? See our newsletter
Mackie Sidhu Wealth Management 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.
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
I joined TD Wealth Private Investment Advice in 1999 and I have over 30 years of financial service industry experience. I hold the Certified Financial Planner (CFP) designation and am currently a Vice President, Investment Advisor. I attended the University of British Columbia where I majored in History.
When I work with you my goals are for us to build a long-term relationship and to create a personalized wealth management plan, which helps maximize all your potential goals and objectives. I aim to build a relationship that is interactive and moves with you should your goals and objectives change over time.
I grew up in Vancouver and now live in Delta with my wife Wendy. I am actively involved in the local soccer community and volunteer with youth sports and the Greater Food Bank Society. I also enjoy an active lifestyle which includes skiing, golf and biking.
Mackie Sidhu Wealth Management 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
I have been with TD Wealth Private Investment Advice since 2004, and I have over 20 years of experience in the financial services industry. I hold the Chartered Investment Manager designation and am currently a Vice President, Investment Advisor. I attended Simon Fraser University where I graduated with a degree in Economics. My breadth of experience includes various senior management roles at the branch and regional level.
I believe that investment advice is just one component of the overall wealth management relationship with you. I take a disciplined approached to understanding your needs and objectives. My goal is to build a relationship with you based on trust, accountability and transparency.
My wife Karla, daughter Sylvia and I enjoy living in downtown Vancouver and all that the city has to offer. Away from the business, I enjoy biking, living music and spending time with family and friends. I also like to find unique ways to contribute to my community. Some recent projects include fund raising for the Greater Vancouver Foodbank and volunteering in the Downtown Eastside serving meals to those in need.
Mackie Sidhu Wealth Management 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.
I have been with TD Wealth Private Investment Advice since 2011. My career with TD Wealth started as an intern while I was in high school and continued throughout university. I have developed a passion for the financial industry and strive for excellence when it comes to clients and their individual needs.
I attended Providence College to pursue Division 1 collegiate athletics, playing Field Hockey and graduated with a degree in Marketing & Finance.
I grew up in Delta and now currently reside in Vancouver. In my spare time I enjoy being outside through community sports, skiing and hiking and I am always looking for the next place to travel to.
I have been with TD Wealth Private Investment Advice since 2017. My career with TD Wealth started as an opportunity in the winter of 2017 when I began working as an Administrative Associate. Since then I've worked to become a Client Service Associate with a commitment to creating smooth client experiences.
I attended Vancouver Community College where I graduated with a certificate in Baking and Pastry Arts and have previously worked professionally as a pastry chef.
I grew up and reside in Vancouver. In my free time I enjoy baking, photography, studying Japanese, and spending time with friends and family.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Luke Mlynarczyk
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
advisors.td.com/mackiesidhuwealthmanagement
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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