“If you don’t know where you are going, any road will get you there.”
- Lewis Carroll
The goals and concerns of each investor are different and you need a solution that is customized to suit you. Whether you are concerned with retirement savings, income generation or ensuring your family is taken care of, we believe professional wealth management is one of the most important things you can do to help secure your future.
To be successful, we believe that you must have a solid plan in place that addresses all aspects of your personal and financial life. Our role is to help you articulate your thoughts and feelings about money into a plan that reflects where you want to go in life. Being engaged in the process and educated on your options can help lead to better decision making. There has never been more choice when it comes to investment products and new instruments are being created every week.
Investing and managing wealth is a detailed process with many moving parts: investments, insurance, estate planning, pensions, taxation, wills, and more.
Working with a team of professional investment advisors and other TD specialists can help to clarify your goals, introduce you to new ideas, and avoid potential pitfalls that may throw many well-intentioned plans off track. Knowing that you have someone beside you helping and guiding your decisions can help give you financial confidence in growing, protecting, and transferring your wealth.
• Professional Investment management
• Wealth planning
• Will & estate planning
• Tax minimization strategies
• Strategies for inter-generational wealth transfer
• Business succession planning
• Private banking solutions
• Cash and deposit management
• Philanthropic giving & planning
• Power of attorney services
• Executor services
• Trustee services
*Provided in collaboration with additional TD specialists
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Watch the Video