Long-term wealth strategies designed for resilience — and built to adapt to your evolving needs
If there is one thing you can count on, it’s that things don’t always go as planned. So when it comes to your future, it’s critical to have an experienced and knowledgeable team that you can
trust to deliver unbiased advice — even if it means that sometimes we tell you what you need to
hear, not what you may want to hear.
We define our success by yours
With over 25 years’ experience, we have seen our share of market ups and downs. Through it all, we have learned the importance of taking the long view, both when it comes to our investment strategy and when it comes to building relationships with our clients. Our goal is to empower you to achieve your goals.
The first step is simply a meeting, where you can learn more about our approach and we can learn more about your needs.
A practiced process
Whether you are building your assets or shifting into retirement, our insightful counsel, disciplined planning and effective risk management will help you to achieve your goals.
Building on our time-tested process, we will design your achievable plan in five simple steps:
Helping you plan for your future in an increasingly complex environment
We manage more than just your portfolio. Working with a select team of TD specialists,
we create comprehensive wealth management solutions tailored to your unique needs.
Plaxton Advisory Group 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.