With Taylor and Kyle as our core team of advisors, combined with their client service associates and TD specialists, our approach is to manage complexity through a highly personalized and multi-pronged approach. This includes:
Internal and External Teams
We believe financial complexity is best served through a multi-faceted team. In addition to our team's core advisors, we leverage the expertise from a team of TD specialists ranging from Tax and Estate Planners and Trust Officers to Private Bankers and Commercial Bankers.
Experience-Based Advice
With decades of experience behind us, we often draw from our knowledge of business and personal wealth, our exposure to corporations and how they operate, our familiarity with Canadian tax laws, and other insights from working through complex financial situations for so many years.
Dynamic, Active Portfolio Management
We believe your investment portfolio should be designed with the care and attention to detail warranted by your complex financial priorities. For Taylor and Kyle, this means utilizing extensive research and actively monitoring the investments that make up your custom portfolio.
Personalized and Detailed Planning
When managing multi-faceted – and often multi-generational – wealth priorities, we develop plans that can include strategies ranging from broad risk management tactics to itemized cash flow projections looking decades ahead.
Ongoing Management
We work on your plan with you and we follow a disciplined process to monitor and regularly update your plan according to the events in your life. We also work with your other professional allies to help continuously develop your financial strategies.