Portfolio Management is the cornerstone of our business. Read below to learn more about how we approach Portfolio management, and learn about the benefits of Discretionary Investing.
The benefits of working with a discretionary Portfolio Manager include:
- Freedom to shift your focus to what matters to you by delegating the day-to-day investment decisions to a qualified investment professional
- A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation. This document is at the core of the portfolio management process and will structure the framework, asset allocation and diversification of your portfolio
- We are free to invest in an open architecture framework, so we can determine the investment solutions that best serve your needs
- Discretionary investment authority means sudden opportunities and risks can be addressed swiftly
- Tax-conscious considerations are embedded in the portfolio management process
- Enhanced oversight - the TD Portfolio Management Review Committee oversees our Portfolio Managers and client accounts to ensure the highest standards of service and professional investment management
- We have access to a broad range of internal and external research and resources, allowing us to make sound investment decisions factoring in the financial and economic environment
- Potentially faster and more timely execution of trades
- Larger orders may have better pricing due to bulk trading
- Ongoing, top tier education requirements to maintain the Portfolio Manager designation
Want to learn more about Discretionary Investing?
Contact us to learn more about how Discretionary Investing can work for you
Wealth Management Beyond the Ordinary
Managing wealth effectively in today's environment requires more than a traditional portfolio of stocks and bonds. Our approach draws on a broader universe of asset classes — including private real estate, infrastructure, mortgages, and hedge funds — to build portfolios that are both resilient and well-positioned for long-term growth.
These opportunities are accessed through institutionally focused investment vehicles, the same calibre of solutions typically reserved for pension funds and endowments. By bringing this institutional lens to individual wealth management, clients have access to greater portfolio stability, reduced correlation to public markets, and return profiles that traditional allocations simply cannot replicate.
Clients can expect that their wealth is invested across diversified asset classes, with each allocation managed by professional investment managers who are singularly focused on their individual strategy or discipline. This specialization matters and translates into better investment outcomes.
We believe that investment managers who consistently apply a proven, disciplined investment process — one aligned to a sound investment philosophy — are a cornerstone of a positive client experience.
The result is a more complete approach to wealth — one that goes beyond conventional thinking to deliver the depth, diversification, and sophistication that high-net-worth clients deserve.
Why Hire a CFA® Charter Holder to Manage Your Wealth?
Your wealth manager should be on the leading edge of every facet of your financial life, anticipating
your needs and helping you create an investment strategy to achieve your goals.
CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the
difference you need.
