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To help clients achieve peace of mind.
We aim to achieve our goal based on quality service, quality investments, and attention to our clients’ broader financial goals over time. These goals may include the following areas of their Wealth Plan:
- Financial Planning
- Retirement Planning
- Investment Portfolio Advice
- Estate Planning
- Tax Planning
- Risk Management Planning
- Banking and Cash Management
- Education Planning
- Philanthropy / Charitable Gift Planning
Paul Bresnahan, B. Comm., CFP®, CIM®, FCSI®
Vice President, Investment Advisor | 905-528-4239 | firstname.lastname@example.org
Jeff Wilson | Investment Advisor | 905-528-0063 | email@example.com
Christine Bokstein | Associate Investment Advisor | 905-528-4230 | firstname.lastname@example.org
Anna Levi | Associate Investment Advisor | 905-528-4227 | email@example.com
Planning | Investments | Insurance | Philanthropy
TD Wealth Private Client Group 100 King St. West, Suite 500, Hamilton, ON, L8P 1A2 T: 905-528-4227 | T: 1-800-775-0037 | F: 905-528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897
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.
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