What we offer
To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve and we can do that only by fully understanding you.
As your needs change and evolve over time, we can tailor our services and solutions strategies accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach can help make you more confident in your decisions, and more focused on your future.
Our client-centered approach
Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we can design your unique strategy that fits your goals. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.
We believe that your personal wealth strategy is key to your financial success.However, before we can begin to build your plan, we take the time to develop a deep understanding of you.
We start with a deep understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise to fit your unique needs.
A disciplined approach to investment management
Investment management is one of our key strengths and the cornerstone of every wealth strategy. Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth.
We also draw on the expertise of a variety of TD investment professionals and risk management specialists. They provide our team with economic and market research that helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts.
Getting the appropriate investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. You may also need to manage ongoing finances, minimize taxes or structure your estate in a tax-efficient manner.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. In collaboration with TD specialists, we assemble the solutions you may require, such as:
- A retirement plan
- Tax mitigation strategies
- Customized credit
- Business succession strategies
- Asset protection strategies
- Private banking solutions
- Philanthropic planning strategies
- Estate and trust strategies
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.