ORCA Family Wealth Management
With Melanie and Gina's wealth management experience and education, they develop comprehensive and diversified investment portfolios designed to participate in market gains while helping reduce downside risk and taxes. ORCA Family Wealth Management takes the 4 pillar approach to planning and advice, by leveraging the expertise of other TD specialists regarding retirement planning, implementing tax efficient strategies, and estate and business succession planning.
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Clients
Women and Investing
Retirees / Pre-retirees
Entrepreneurs / Business Owners
We See The Whole You
Disciplined process
Your Wealth Management Experience
1.Initial Discovery
2.Personal Wealth Strategy Meeting
3.Welcome to TD Wealth Private Investment Advice
4.Meet your Team
5.On Going Proactive Service
6.Regular Review Meetings
Your Wealth Management Experience
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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