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.
Mike Bowcott along with his team work closely with TD Bank Group and some of what he believes to be the best independent wealth management teams in Canada. They are located in the flagship office of TD Wealth Private Investment Advice in downtown Toronto. Mike holds the following designations: Canadian Investment Manager and Fellow of Canadian Securities Institute, the most senior designation available in the financial services industry.
Clients range from publicly and privately owned corporations, individual investors, and family trusts. Mike's primary focus is on the management of investment portfolios including estate and succession planning strategies.
Mike lives in Richmond Hill with his wife Janice and their three children Will, Ben, and Jennifer.
Maple Ridge Asset Management 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 almost two decades. He leads one of the largest discretionary portfolio management teams at TD Wealth Private Investment Advice. His team works closely with TD Bank Group and some of the best independent wealth management management firms in Canada. Located in the flagship office of TD Wealth Private Investment Advice in downtown Toronto, Chris holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Trust and Estate Practitioner (TEP) and Certified International Wealth Manager (CIWM) designations.
His team is in a position to coordinate every financial, and financially related, aspect of their clients’ lives by bringing expertise in executorship, planning, creating, managing and accounting for individuals, trusts, estates, private and public corporations.
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.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jonathan Clare
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Domenic Tagliola
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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