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Northlake Wealth Management

Sound investment advice built to help weather all market conditions

  • 79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map

It’s about your life, not only your money.

At Northlake Wealth Management, we manage your wealth as if it were our own. Our personal wealth is invested side-by-side with yours. Our definition of success is measured by you achieving your goals.

For more than a decade, we’ve handled the complex needs of high-net-worth clients around the world. Working with us, you can expect an experienced team of professionals tailoring a proven strategy around your evolving needs.

We are passionate, disciplined and focused on helping you optimize the details of your wealth plan at every stage.

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We believe preparation is the key to success.

We place equal focus on helping you manage your investments and planning for your future.

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Let’s get started.

You decide where you want your wealth to take you and we’ll create the map to help you get there.

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Northlake Wealth Management is a 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) 307-6672
Branch Fax: (416) 307-6680

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

High risk equals higher returns? Think again.

When it comes to investing, you don't necessarily have to take on more risk to get better returns. Jean Masson, lead, quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.

Selling your business: Is an earn-out right for you?

Selling a small business usually involves an earn-out — a deal that links the sale price to future benchmarks the business has to hit. Georgia Swan, a Tax and Estate Planner with TD Wealth, explains what a seller needs to know and what pitfalls to avoid.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?