Plaxton Advisory Group
Sharing your passion for making your wealth grow
At the Plaxton Advisory Group, we thrive on witnessing the life-altering difference that sound investment advice can make in the lives of the families and individuals we serve. From saving and investing to building and supporting your wealth as it grows and flourishes, we believe our relationship is the foundation for everything we do.
Every day, we are driven to empower you to achieve your goals. Over more than 25 years, we have seen our share of market ups and downs, and 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.
Put simply, we define our success by yours.
Meet
We start by meeting in‑person to get to know each other. We ask focused questions and take the time answer all of yours.
Present
Based on our in-depth discussion and portfolio review, we present, discuss and confirm any modifications to your proposed wealth plan.
Implement
In collaboration with a select team of TD specialists, we execute on each element of your strategy.
Communicate
We pride ourselves on providing regular updates, clear explanations and being available to answer all of your questions.
Adapt
The best planning never ends. We continually analyze the market through all its cycles and ensure that your plan is optimized for your evolving lifestyle needs.
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.
By focusing on resiliency rather than arbitrary gains, we aim to help you adapt and thrive in the face of an ever-changing world. That’s why our philosophy is built on our relationship with you, so you can trust us to help you take the long view to achieving your goals and weathering changes as they come.
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.
