Malaspina Wealth Management Group, Investment Advisor,Nanaimo, BC

Phone

Office

(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.

Dan performs our research, due diligence, and portfolio management, and Tricia and Spencer are adept at developing wealth plans for our clients. 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 and powers of attorney), estate planning; insurance to help protect your income and estate; business succession planning; and more.

We are one of Nanaimo's select providers of discretionary portfolio management services. 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 with our comprehensive, integrated total wealth planning.

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 personalized 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 cost (no commission per trade), which lets us focus on driving your portfolio's success without worrying about the cost of trades. This cost includes wealth planning, estate planning, insurance services, and more and may be tax-deductible upfront on non-registered accounts.

We would welcome the opportunity to discuss life-based wealth planning and how we can help you navigate your future investment and life goals.

Phone

Toll Free

1(833) 729-2027

Branch Phone

(250) 244-6054

Branch Fax

(250) 390-5954

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

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

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Portfolio Management
Retirement Planning
Tax Planning
Will and Estate Planning

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.

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.

Let's Connect

Tailored Solutions

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

Investment Planning

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Retirees / Pre-retirees

Multi-Generational Family

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Welcome to Life-Based Wealth Planning

What We Do

Helping achieve what truly matters to you and your family.

We See The Whole You

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Tax Planning

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.