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Malone Wealth Group

Our discovery and wealth management approach is driven by what matters most to you

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.

ADDITIONAL CONTACT

Toll Free: 1(877) 669-8400
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

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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