Malaspina Wealth Management Group

Malaspina Wealth Management Group
Malaspina Wealth Management Group

Working together to help you achieve what truly matters to you



(250) 729-2027

Office Location

5777 Turner Road Suite 1 Nanaimo, BC V9T 6L8. map

Welcome to Life-Based Wealth Planning

Our team focuses on a life-based approach to help build and secure your wealth. Our main objective is to define what’s important to you and then build a plan that complements the way you want to live rather than asking you to live according to a plan set to manage your money. When life events change, we review the plan and change direction as necessary.

We are one of Nanaimo’s only providers of discretionary portfolio management services and we strive to build consistent, long-term relationships to manage your family’s total net worth. Our team spends time to truly get to know you and your family dynamics, wealth structure, goals, risk tolerance and many other considerations.

Creating a fulfilling retirement. Most of our clients are already enjoying retirement. People retire here from all across Canada – it’s the most temperate place in Canada and offers natural beauty, fantastic outdoor activities and we believe that our investment services are as sophisticated as you would find on Bay Street. We can help you to build a conservative, diversified portfolio designed to generate a steady income stream so you can continue to enjoy life in retirement. Astute yet approachable, we endeavor to make your wealth journey easy, understandable and enjoyable.

Answering key questions. Will I have enough to retire on? How can I pass on my wealth to my heirs in the most efficient manner? And, how can I tell if I’m on track to achieve my goals? We can help you find the answers.

Comprehensive, integrated total wealth planning. Our process delivers comprehensive, holistic wealth plans. Dan performs our research, due diligence and portfolio management, and Tricia is an adept wealth planner. As needed, we integrate the vast resources of other TD Specialists for expertise in retirement and end-of-life planning; private banking; trust services, including Wills, Powers of Attorney (POAs) and estate planning; insurance to help protect your income and estate; business succession planning; and more.

Discretionary investing. This is a huge advantage for Snowbirds, business owners pressed for time, or anyone who does not want to deal with daily investment decisions. When you entrust your wealth management to Dan, potential opportunities or risks can be addressed without waiting for your approval. A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio. You pay one transparent, asset-based fee (no commission per trade), which lets us focus on driving your portfolio’s success without worrying about the cost of trades. This fee includes wealth planning, estate planning, insurance services and more and may be tax-deductible upfront on non-registered accounts.

You can also choose to work with us through an Advisory Account or Unified Managed Account. Ask us which account is right for your needs.


Toll Free

1(833) 729-2027

Branch Phone

(250) 244-6054

Branch Fax

(250) 390-5954

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.


Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now


Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know


Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.


TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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