Malone Wealth Group

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.

• 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.

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.

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®.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.