Areas of Focus
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.
We help our clients preserve and protect assets for various 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
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
Managing Transitions for Families & Businesses
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.
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.