“I’ve worked with many investment advisors over the course of my 82 years and Michael Marcovitz is the most trustworthy that I’ve dealt with.” -Murray Poizner
5 Good Reasons Why The Marcovitz Group Should Become
Your Investment and Retirement Planning Advisor This Year
There are 5 good reasons …
…why hundreds of business owners, executives and retirees have invested approximately $492 million with The Marcovitz Group - and rely on us for all of their important financial, retirement and estate planning strategy needs.
First, when you invest, why not do it with an advisor who has a proven track record of success?
As a result of our clients’ achievements, Michael Marcovitz is an eleven year consecutive member of the President's Club at TD Wealth Private Investment Advice which is the firm's highest level of recognition for outstanding sales and achievement. Furthermore, Michael is ranked among the top ten advisors in Canada out of more than seven hundred at TD Wealth Private Investment Advice for the past ten years in a row.
Second, you’ll get tax-saving strategies that could save you thousands of dollars.
The biggest cost of a portfolio is usually the tax bill and at the highest level of tax every dollar saved is equivalent to almost two dollars earned.
Unlike many advisors, Michael focuses on increasing your after-tax returns by leveraging his unique training as a tax and estate planning lawyer. Sure you can pay more taxes. But why?
Third, we’re part of a financial services giant you can trust: TD Bank Group.
Founded in 1855, TD Bank Group is headquartered in the heart of Canada’s financial capital in downtown Toronto at King and Bay and has grown to be the sixth largest bank in North America by branches. TD serves over 25 million customers and has $1,251.9 billion in assets as of April 30th, 2017.
When you become our client, you have access to all of TD’s vast resources and specialists when appropriate, who can offer you everything you need to help you grow, manage, and transition your wealth - all through us as your one point of contact. By engaging TD Specialists when appropriate, who can provide you with expertise on retirement planning, will and estate planning, tax minimization strategies and much more, the various aspects of your current and future financial needs can be addressed.
Fourth, we’re a team of 5 – not just one person in an office.
The Marcovitz Group is a team of 5 experienced individuals with more than 60 years of combined experience who are dedicated to meeting your every financial and retirement planning need. Because we’re well staffed you benefit from priority service and faster response times, including evenings and weekends. When you need us we won’t keep you waiting.
As your advisor, we care deeply about your success and we work hard to help you achieve your goals. If you call at 7 a.m. on a Sunday you're most likely to find us in our office hard at work..
Fifth, we do what’s right for you.
You get the best of both worlds: our goal is to provide you with the peace of mind as well as providing independent and objective advice from us to you. We’re not here to just sell you a TD mutual fund but rather to provide you access to all of the leading independent and third party investment solutions in Canada and around the world.
Take the next step. There’s no obligation.
To find out whether The Marcovitz Group is a good fit for becoming your new investment advisor … and to get some free tax tips whether you hire us or not … simply e-mail us at Michael.Marcovitz@td.com or call (416) 308-9084 today.
The Marcovitz Group is consists of Michael Marcovitz, Investment Advisor; Jane Ly, Client Relationship Associate; Laura Coutu, Client Service Associate; Jason Edmunds, Client Service Associate. The Marcovitz Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc, is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.