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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.

Canadian, U.S. jobs numbers disappoint, testing strength of recovery

Weak jobs reports in both Canada and the U.S. are raising questions about the strength of a post pandemic recovery. Anthony Okolie speaks with Sri Thanabalasingam, Senior Economist, TD Bank, about the results and what they mean for economic growth going forward.

TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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