Skip to main content

Mount Royal Wealth Strategies Group

Working together to help you achieve what truly matters to you

Website banner AF.jpg


It’s essential for affluent investors to engage an Investment Advisor who is truly dedicated to managing their wealth and ensuring their interests are front and centre.

This is where we believe that Mount-Royal Wealth Strategies Group excels.

Leveraging our unique combination of technical knowledge and genuine concern for our clients, we help high net worth professionals, executives, business owners and families develop a wealth management strategy that can address their short- and long-term needs.

Putting clients first

We begin with an in-depth discovery process so we can really get to know you – your current situation and your plans for the future, both financial and non-financial. By gaining this knowledge, we can determine your immediate and long-term needs, and leverage that insight to build a portfolio that will help meet them. Fuelled by a genuine interest in helping clients understand, articulate and meet their goals, we concentrate on delivering what matters most to them. At Mount-Royal Wealth Strategies Group, we are committed to providing our clients with superior service. From our very first meeting, we remain focused on gaining an understanding of our clients’ priorities, anticipating their needs, responding to their queries and assuaging their concerns.

Value add contributors bar.jpg
Value of advice2.jpg

Applying our technical expertise

The team’s institutional background – which includes being on the front lines during the crash of 1987 and the 2008 financial crisis – has proven invaluable and plays an integral role in defining the investment philosophy that guides Mount-Royal Wealth Strategies Group.

In short, we strongly believe that speculating on the markets is not an acceptable approach as it involves taking on too much risk. Instead, we invest for the long term, looking for quality investments and refusing to be swayed by the trends of the day. Drawing on our significant technical expertise, we find companies that we believe offer the right mix of profit growth and return of cash to shareholders that can assist with long-term wealth creation. Our advisory services are driven by our belief in bringing quality, value, patience and discipline to the investing process.

By keeping the process simple and filtering out the noise and emotion often associated with investing, we strive to keep our clients on track and focused on their stated objectives.


The benefits of discretionary investing

Through Mount-Royal Wealth Strategies Group, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio, responding nimbly to sudden opportunities and risks. Our strategy is guided by the customized wealth management blueprint we develop; it is based on your objectives and financial situation and sets out the asset allocation and diversification of your portfolio. Ask us how you can benefit from discretionary investing today.


Comprehensive financial solutions

We are dedicated to providing wealth management tailored to your specific objectives and personal financial circumstances. Through our client-focused approach – and working in collaboration with TD specialists where appropriate – we combine investment, wealth preservation, business succession and estate planning strategies that are most relevant to your situation.

4WealthPillars NEW.jpg
Mount Royal Wealth Strategies Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


ARTICLES OF INTEREST

Estate Planning Basics

Money Talk: Top 10 Mistakes People Make in a Will 

ADDITIONAL CONTACT

Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we 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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from our services?