MK Total Wealth Management Group is not just the name of our investment advisory group. It describes and defines our strategic approach to asset accumulation.
We are far more than simply investment advisors. Supported by the huge resources of TD Bank Group, we deliver a comprehensive approach to:
We believe that total wealth management embraces far more than day-to-day investment advice.
It includes financial and lifestyle protection, retirement planning, inter-generational wealth transfer, legacy creation and much more. Ultimately, all are inter-connected and no effective total wealth plan can afford to ignore them.
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is based on, and driven by, a strong level of personal trust, communication and understanding.
Two senior, seasoned advisors direct our practice, Jeff MacDonald and Peter Konidis, who have over 48 years collective experience as investment advisors. The two have been working together since 1993. The longevity and consistency of their relationship is a testament of the understanding, clear communication and respect they have for one another.
We offer a unique discovery process anchored in a deep understanding of you
Getting to know what truly matters to you is our top priority. By taking you through our distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.
As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.
Intrigued? For more information or to schedule a complimentary discovery session today, click on the image below.
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MK Total Wealth Management 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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.