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
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.
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.
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.