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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.
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.
Grant and the team have been helping clients, their families, businesses and organizations build wealth since 1990. As a team, we are committed to building one of Canada's strongest advisory teams to provide great service and experience through holistic tailored total wealth strategies, helping clients achieve the financial future they envision.
Grant's career in the investment industry began in 1990 at BMO Nesbitt Burns after graduating with an Honours Double Major in Economics and Political Science from University of Toronto and York University. Upon being identified as one of the leaders with a focus on High Net Worth clients while at BMO Nesbitt Burns, in 2008 he joined TD Wealth to assist in providing high level of client service at TD Wealth Private Investment Advice.
He has been married since 2002 and has two children. Outside of business, Grant spends all his time with his busy family, golfing, skiing and enjoying life both up north and around the community of Springwater.
Steve has spent the last 22 years of his career focused on matching clients' financial goals to appropriate investments, always focused on dynamic risk management techniques along the way.
Working closely with his friend and colleague, Grant Moyle, for over two decades, they have continued to build a practice at TD Wealth that spans generations of families, Business owners, Institutions and Foundations. They also collaborate with TD specialists, including Tax and Estate Planners, as needed, to cover every facet of a client's individual wealth circumstance. He is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who give him firsthand knowledge and access to pertinent market information.
Steve holds the Chartered Financial Analyst (CFA) designation, and together with his experience, has given him the skills to analyze corporate balance sheets to uncover the truth about a company’s performance. He also licensed and experienced in executing complex options and other derivative strategies where needed to meet a client's needs.
Steve is married with 3 kids, 2 dogs and enjoys his spare time reading, skiing, and hiking.
Moyle Rowley Wealth Management 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.
As your Investment Advisor, Lampros Parousis brings extensive wealth planning experience and access to a wide range of services through TD Wealth Private Investment Advice. He works closely with a team of multi-disciplinary specialists at TD Wealth to serve clients' wealth management needs and help achieve their financial objectives. This team enables him to provide integrated solutions including investment, banking, estate planning, financial planning, trust and insurance services - to align with each client’s specific values and goals.
His 25 years of experience with TD helps enable him to provide these integrated strategies and align them with each client's customized plan. Lampros has obtained the Certified International Wealth Manager (CIWM) and Personal Financial Planner (PFP) designations from the Canadian Securities Institute, as well as the Family Enterprise Advisor (FEA) designation from the Ivey Business School of Western University. Lampros also holds the Chartered Investment Manager (CIM®) designation, which is the industry standard for discretionary portfolio management services and is qualified to evaluate and manage all aspects of your investment portfolio. He completed his Honours Bachelor of Arts (BA Hons) degree from the University of Toronto and a Master of Business Administration (MBA) degree with a specialization in Financial Services from Dalhousie University. He is also an Accredited Financial Counselor (AFC) with the Association for Financial Counseling and Planning Education which is the nationally recognized leader in financial counseling, coaching and education. Lastly, he has contributed to The Globe and Mail, Wealth Professional Magazine and The Canadian Securities Institute Fellowship Program.
Lampros and his wife reside in Markham, ON with their two children. Outside of work Lampros enjoys travelling, golf, music and is a member of the Unionville Men's Hockey Club.
After over a decade of leadership roles in Hospitality, Jordan began his career in the investment industry in 2018 with TD Direct Investing as a Specialist at the Wealth Information Centre. As a Specialist, it was Jordan's Responsibility to assist various lines of business at TD from across the country with issues and questions regarding Registered Plans, New Accounts, and Transfers. After only one year in this role, Jordan moved to the Black Card team at the Wealth Information Centre to continue his pursuit in offering exceptional service to Investment Advisors who serve High Net Worth Clients at TD Wealth Private Investment Advice. After spending a few years assisting internal staff members at TD, Jordan moved to TD Wealth Private Investment Advice, where he leverages his knowledge about various investment products, problem-solving skills and attention to details to help deliver on our team's commitment to provide a legendary service to our clients. Jordan and his partner Kristina were engaged on October 17th, 2020. They have a cat named Samuel and a beagle named Hank. A big fan of music, Jordan spends most of his free time playing guitar or listening to songs louder than he probably should at his age.
Karac received his Bachelor of Commerce from the Gordon S. Lang School of Business and Economics at the University of Guelph. Prior to joining the team, he worked 3 years in retail banking at TD. He is passionate about providing holistic solutions, all while maintaining the highest standard of client service and care. Outside of work Karac enjoys skiing, biking, and a good game of chess.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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