Skip to main content

Maple Ridge Advisory Group

Working together to help you achieve what truly matters to you

Commentary

Quarterly Strategy Reports

Mirrorimage.png

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

Meet The Team

REQUEST AN APPOINTMENT

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

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.

As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?