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Maple Ridge Advisory Group

Working together to help you achieve what truly matters to you

Commentary

Quarterly Strategy Reports

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Mirror of our Times - Q3 2020



The Maple Ridge Advisory Group of TD Wealth Private Investment Advice provides portfolio management expertise for select families, foundations, executives and business owners.    

Making sense of today’s ever-changing financial markets is not a simple task. Having the right strategy and perspective on the markets is crucial to succeed as an investor. Services include:

  • Portfolio management
  • Advisory services
  • Discretionary solutions
  • Institutional solutions for private investors – Portfolio Management, cashless stock option exercise, liquidation of large positions, fixed-income and cash management,
  • Wealth management strategies - estate planning strategies, charitable giving, Living trusts, income splitting to help maximize tax-efficiency for today and tomorrow

 

Chris Susel, Vice President & Portfolio Manager
 
Chris has been advising and managing client portfolios for 25 years. He is a Portfolio Manager whose primary focus is on managing our discretionary portfolios and complex client planning issues.  

Michael Bowcott, Vice President & Portfolio Manager  

Michael has been providing investors with sound investment advice for over 25 years. Michael is a portfolio manager responsible for managing and overseeing our advisory practice including the discretionary managed portfolios, market strategies and commentaries.         

Why us?

Our clients come to us for various reasons, but more often than not, they come to us seeking clarity. They want to know the people managing their wealth understand their needs and are able to help protect and grow their wealth.  

Why clients choose our team?

Our commitment is to our clients. Our professional knowledge and detailed process is complemented with empathy and understanding, resulting in long-standing, trusted relationships.

The Maple Ridge Advisory Group of TD Wealth Private Investment Advice is not satisfied until we have met the highest standards of service because our clients trust us not only with their own wealth management needs, but also those of their families and close friends.

Maple Ridge Advisory 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.

Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

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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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