Let our pursuit of excellence help you pursue your passions
At Rodier Asset Management, we collaborate closely with you to create an integrated group of strategies that work together to achieve one central goal — yours.
Recognizing that your situation is unique and can be unpredictable, we strive to build a customized ecosystem that can evolve with you over time. Your strategy will incorporate the major elements of your ﬁnancial life – day-to-day cash ﬂow, investment solutions, tax and estate planning, charitable giving, private banking and much more.
You are more than your portfolio
Our team, which includes an award-winning portfolio manager, is dedicated to providing you with the best possible wealth experience. That starts with taking the time, every time, to discuss your needs, goals and dreams — asking questions, seeking new information and liaising with your other trusted professionals. Leveraging the expertise of select TD Specialists, we can help you enjoy your wealth by implementing appropriate strategies speciﬁc to you and your goals.
It’s important to us that you understand where you are going and how you are getting there. We will take the time to explain in plain language our methods, our philosophy and anything else you wish to talk about.
We are here to help you uncover opportunity and realize your full potential.
Your Financial Ecosystem
Helping you live the life you deserve
Life is ﬁlled with uncertainty and that’s why we’re dedicated to helping you build your wealth and protect the things you value most. We want to help you make the most of the assets you’ve accumulated so you can live the life you want and leave the legacy you envision.
A disciplined approach
Managing risk is the foundation of our balanced and disciplined approach to building, preserving and protecting your wealth. As discretionary investment managers, we fully embrace our obligation to put your interests ﬁrst.
Matthew Rodier wins IIAC Top Under 40 Award
TD Advisor wins top industry award
Industry group recognizes advisor for retirement planning feat
IIAC Congratulates TD Wealth’s Matthew Rodier, 2017 IIAC Top Under 40 Award Recipient
Rodier Asset Management 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.