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MRP Wealth Management

  • 5140 Yonge Street Suite 1600 North York, ON M2N 6L7Map

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MRP Wealth Management – Our Approach


At MRP Wealth Management we offer a comprehensive range of wealth management services from investment advice and portfolio management to financial, retirement and estate planning in collaboration with TD specialists.  With more than seven decades of combined investment experience, our disciplined approach allows us to provide customized financial solutions to help ensure your wealth remains protected in varying market conditions.

We believe that each client’s needs and goals are truly unique, and that wealth advice is too important to be bought off the shelf.  Our goal is to offer you the relevant, custom wealth advice you deserve – and we can do that only by fully understanding you. 

 
Our clients

We work with high-net-worth individuals, families and business owners with a wide-range of complex financial needs.  As our clients' needs change and evolve over time, so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning, and effective risk management can help make you more confident in your decisions, and more focused on your future.


What does success mean to you?

Your vision of success will be at the centre of how we work together.  We will take the time to fully discover you before creating a wealth strategy to help you achieve your vision of success, whatever that may look like.  Managing considerable wealth can be complicated. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we then build a strategy rooted in your goals and based on our team's principles of transparency and trust. But we don’t do this only once. It happens each time we connect, to help us to stay in tune with your needs and the needs of those you care about.

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Our discovery and wealth management approach is driven by what matters most to you. It is our goal to:

·Fully uncover the vision and values that you hold true and that are key to your plans for the  future

·Engage a core team of specialists, as well as those you may already have in place, to contribute  their expertise to design a wealth strategy unique to you

·Put your strategy into action

·Continue to review and regularly reconnect with you and those that you care about to  rediscover what might have changed and how it will impact what you had envisioned for the  future

 
Your personal wealth strategy changes as you do. Whenever you need them, our team along with TD specialists are there with the breadth of their expertise to help you with:

·In depth wealth-structuring strategies to optimize for tax efficiency

·Utilization of derivative strategies for income generation

·Portfolio protection strategies where appropriate through the use of options.

·Retirement income planning including the use of individual pension plans and retirement compensation agreements

·Investment strategies, covering active and passive management and private equity

·Optimal tax planning, considering the use of personal or family trusts

·Liquidity forecasting and cash management planning

·Custom credit facilities to take advantage of opportunities to grow and diversify wealth

·Wealth transfer strategies

·Efficient business succession planning

·Private foundation creation and management, or other philanthropic initiatives



MRP Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

Meet The Team

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