Skip to main content

Medicine Hat Wealth Group

Working together to help you achieve what truly matters to you

Template for Adding Team Photo into About Section.jpg
Guiding your wealth journey

Today’s marketplace is complex – investors have more choices than ever before. New products and services present exciting opportunities, but also bring new risks that require vigilant oversight.

Why choose us to navigate your wealth?

With over 100 years combined experience and the credentials to help investors to make the most of opportunities to build and preserve their precious capital. Whether you are an individual in or nearing retirement, or a small business owner juggling complex needs, we believe we have the experience, resources and objectivity to advise you with:

Strategies across the generations: We advise couples, widows, divorcees, their children and their parents throughout the Medicine Hat area.

Astute tax planning strategies
: In collaboration with TD Specialists can help you keep as much of your wealth as possible for you and your family.

Insurance strategies
: We aim to help you protect your family from the negative impacts of unforeseen events.

Discretionary services
: You have the option to entrust your investment decisions to us to be free from the burden of making day-to-day approvals – and enjoy several other potential benefits.

Well-considered plans to make the most of your retirement
: We can help you to reap the rewards of long-term planning.

The strength and stability of TD Bank Group
: TD is one of the world’s safest and strongest institutions. TD specialists can help us to support your family and business with expertise in private banking, high net worth credit strategies, estate and trust solutions, succession planning and more.


The steps we take together:

1. Understanding you: Through a comprehensive discovery discussion, we learn about your personal and professional situation, future goals, risk tolerance and the lifestyle you envision. We ask about areas of your financial life you may not have considered.

2. Setting your course: We provide a formal, tailored plan to help you build and protect your wealth, manage risk and leave a lasting legacy, while aligning your investments to address your goals. We will:
  • Perform our own research and consult with TD research teams and global money managers
  • Identify tax-effective investments and strategies
  • Liaise with your other professional advisors 
  • Consolidate and simplify your investments
  • Recommend strategies to sharpen your estate plan to help reduce taxes and probate fees
  • Provide insurance strategies to help maximize your after-tax income and in collaboration with TD specialists assist with estate planning needs
  • Develop a retirement strategy with an income plan
  • Consolidate your existing accounts efficiently, providing you with clear documentation of account activity
  • Review your first statement with you to ensure you understand it, and more.
3. Reflection and review: We will: 
  • Regularly review your circumstances to ensure plans continue to be relevant, adjusting as your journey takes new directions
  • Proactively keep you informed and deliver responsive service through your preferred mode of communication
  • Act as a sounding board for financial ideas you may be considering
  • Keep you educated and current about your investments and the industry.


9_11_2018 9_30_35 AM.jpg are you ready .jpg

Trending topics .jpg

Survivor Guide to Retirement
Making Marriage Happier in Retirement
Bounce Back from the Retirement Blues
Retirement is Coming - How much will you spend?
Your U.S. Retirement Plan - Bringing it home
Dream Big in Retirement
Tax & Retirement Planning Guide
Top 10 Mistakes in a Will
Downsizing in Retirement
Extra Costs of Snowbirding


Medicine Hat Wealth 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.

ADDITIONAL CONTACT

Branch Office: (403) 504-2780
Branch Fax: (403) 528-6374

Going beyond the financial picture

Behavioural Finance 
Uncover what drives your decisions

BF Magazine Banner.JPG 

Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from our services?