Our Services

Preserving Wealth for the Long Term

It’s about building on what you have without taking on excessive risk.  This is an essential goal for many of our clients.  We continuously research different wealth preservation and risk mitigation strategies to help our clients reach this goal.

Safeguarding Your Assets

We help our clients preserve and protect assets for a variety of purposes including:

  • Fulfilling the responsibility of sustaining family wealth from previous generations
  • Preserving family wealth for future generations or legacy initiatives
  • Ensuring your wealth lasts through retirement, while you live the lifestyle you want
  • Maintaining the income you need to fund personal or business goals
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The Northern Shores Wealth Management team provides strategies and expertise that often include:
  • Full estate analysis that identifies tax issues, liabilities and protection gaps, with support from estate planning advisors, insurance specialists and other TD specialists
  • Detailed income and cash flow strategies that enable multiple family members to access funds on a tax-efficient basis
  • Insurance strategies, guaranteed income solutions and liability reviews through TD specialists in insurance
  • Advanced tax strategies designed in collaboration with TD specialists and clients' tax advisors
  • Disciplined risk management strategies within your custom investment portfolio

Wealth Management Strategies

The Northern Shores Wealth Management team provides strategies and expertise that include:

Estate Planning

Full estate analysis that identifies tax issues, liabilities and protection gaps, with support from estate planning advisors, insurance specialists and other TD specialists

Cash Flow Management

Detailed income and cash flow strategies that enable multiple family members to access funds on a tax-efficient basis

Insurance

Insurance strategies, guaranteed income solutions and liability reviews through TD specialists in insurance

Tax Planning

Advanced tax strategies designed in collaboration with TD specialists and clients' tax advisors

Risk Management

Disciplined risk management strategies within your custom investment portfolio

Helping Clients Navigate Complex Transitions

When you’re in the middle of a transition, that’s when all the complexity of your wealth is most likely to create challenges. In addition to the expertise of the core Northern Shores Wealth Management team, we also sit down with TD specialists and clients' other professionals in order to create a financial roadmap that will help guide you through transitions in your business, professional or personal life.

Helping Clients Navigate Complex Transitions

When you’re in the middle of a transition, that’s when all the complexity of your wealth is most likely to create challenges. In addition to the expertise of the core Northern Shores Wealth Management team, we also sit down with TD specialists and clients' other professionals in order to create a financial roadmap that will help guide you through transitions in your business, professional or personal life.

Designing a customized plan for your transition

  • Detailed succession plans with roadmaps, provided by TD specialists, for the transition
  • Retirement and income plans with long-term projections to help clarify how you can be supported once you retire
  • Drawing upon tax specialists to assess current and future tax liability, combined with a solid understanding of Canadian tax laws as they apply to both businesses and individuals
  • Understanding the family dynamic, the people in your life who are important to you, and the charitable considerations that may play a role in building your legacy

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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