Marley's Current Outlook
Marley updates his newsletter on a bi-monthly basis to keep his clients and followers informed on what he's seeing in the markets and doing in the portfolios he manages.
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Senior Portfolio ManagerSenior Investment Advisor
Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2Map
Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
English
If you're looking for a new financial professional there's a possibility we could be a good fit. Wealth Planning evolves as people pass through different life stages much like the road can change as you pass through different terrains. With the support of my team, I consider myself your navigator sitting in the passenger seat to help guide you through whatever is around the corner of your financial journey. I believe that our clients gain confidence by having objective and sound advice through the ups and downs and everything in between. Ideally we just check under the hood for annual maintenance and review but occasionally we may have to mend a flat tire or change our route to avoid an obstruction.
Our clients can expect that we'll be sitting beside them in the passenger seat to ensure they reach their final destination no matter where that road may take us.
Whether you are planning for retirement, selling a business, receiving an inheritance, buying a recreational property, we recognize that goals and needs change as peoples lives unfold. Our Perpetual Wealth Planning process allows us to prepare and react to critical financial and life events so that we can help you prepare for them.
If you think there's a possibility we'd be a good fit then I'd love to be in touch via phone or email for an introductory, no obligation interview. If you're not sure, want some clarification on anything or just have a couple questions I'm always happy to answer them personally so don't hesitate to pick up the phone and call me or send me a quick email.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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