Maple Ridge Advisory Group, Investment Advisor,Toronto, ON | TD Wealth

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Commentary

Portfolio Strategy Report Q1 2022

"D" is for Diversification

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, Senior Investment Advisor, Senior 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, Senior Investment Advisor, Senior 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

Michael Bowcott

Senior Investment Advisor
Senior Portfolio Manager

Portfolio Manager

Associate Investment Advisor

Associate Investment Advisor

Client Service Associate

Charmaine Arokiam

Client Service Associate

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Return of Capital

Borrowing to Invest

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Gary TitmarshEstate Planning Advisor

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