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Mount Royal Wealth Strategies Group

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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.

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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.

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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

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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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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