Malone Wealth Group

Malone Wealth Group has been proudly collaborating with our clients since 1997.

Our business model is simple:  Client Focused. Results Driven.
We are dedicated to help providing: Clear, precise and tax efficient investment advice.

Our mission is to support affluent individuals and their families, entrepreneurs and their businesses, by helping them preserve, protect, and grow their financial assets, as well as to help ensure a successful transition of  wealth to the next generation.

High net worth clients with over one million dollars in assets with us, have access to TD' Specialists which provides:

• Wealth building & retirement planning.

• Tax planning.

• Identifying retirement income streams. 

• Will and Estate planning.

• Transitioning your business/business succession planning.

• Philanthropic planning.

Portfolio Guidance:
We collaborate with TD's Portfolio Advice and Investment Research Team in offering Core Equity Portfolios. Together, we leverage the insight and expertise of TD’s research teams including TD Economics, TD Wealth Asset Allocation Committee, TD Investment Risk Committee, as well as supplemental outside providers such as Argus and Morningstar®.

Our Investment approach is to invest in companies that we feel have a sound financial position, defensible business models, a superior track record and future potential for growth in earnings and/or cash flows.

• TD Core Dividend Equity Portfolio invests common equities of Canadian and U.S. companies that have a history of paying dividends.  

• Focused yet diversified portfolios of mostly large capitalization stocks.

• Security selection of high quality, lower-risk equity investments across a range of industry sectors and geographic locations.

Disclosure:
The TD Wealth Asset Allocation Committee (“WAAC”) is comprised of a diverse group of TD investment professionals. The WAAC’s mandate is to issue quarterly market outlooks which provide its concise view of the upcoming market situation for the next six to eighteen months. The WAAC’s guidance is not a guarantee of future results and actual market events may differ materially from those set out expressly or by implication in the WAAC’s quarterly market outlook. The WAAC market outlook is not a substitute for investment advice.
Malone Wealth Group 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.