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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.
After a successful Banking career spanning two decades, which included fulfilling and rewarding experiences in commercial banking at TD's main banking center, as well as five years as a Branch Manager of one of TD's premier retail branches, Gail then transitioned in 1997 to TD Wealth Private Investment Advice. As of January 2018, through its dedication to deliver client focus driven results, The Malone Wealth Group is ranked amongst the top teams for assets under administration at TD Wealth representing a true testimonial of our client's loyalty.
Gail is a Member of TD's Private Wealth Management Female Advisory Council, mandated to attract, develop and mentor females in advisory roles at TD. Gail is proud to have been appointed to the Board of Directors of the Design Center at Université du Québec à Montréal. She also served on the TD Wealth National Advisory Council, as well as on the Board of the Lise Watier Foundation. In her free time, Gail enjoys spending time at the family cottage with family and friends.
Debbie joined TD Wealth Private Investment Advice in 1997. She has collaborated alongside Gail for over 21 years, helping to build trusting relationships. Our clients genuinely appreciate Debbie's conscientious approach to servicing and understanding their needs. Debbie is a Graduate of Concordia University holding a Bachelor of Arts with a Major in Economics and a Minor in Business Studies. She is fully licensed as a registered representative. Debbie is a proud mother of two beautiful daughters Yasmine and Alexia, and loves cooking for her 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 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.
Annie Bélanger
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.
Nicole Assee
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Teresa Malowany
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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/malonewealthgroup
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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