Plutus Wealth Advisory


Committed to providing Essential, Extensive, and Exceptional Service and Solutions

Plutus Wealth Advisory

With a combined 40 years of risk management and financial planning experience, we share a similar philosophy that focuses on personalized service, customized financial plans, and investment strategies. 

Our name reflects our belief that dedicated wealth management plays a key role in every lifestyle and life stage. It also emphasizes our commitment to building our relationship with you and your family based on the key elements of trust, discipline, and reliable advice.

A wealth advisory team you can trust

Our combined team is available to help you with any of your financial needs. Frances So, Client Relationship Associate, works closely with us as we strive to mitigate your investment risk, provide repositioning ideas, and monitor overall performance. Lawrence Chan and Annie Jiang, our dedicated Administrative Associates, are committed to providing the highest quality of service and can help with any of your administrative questions.

To learn more about our process and the reason we brought the team together, please visit our Feature Story "The Experience We Offer" written by Gary Milakovic at My Business Magazine.  Together, we welcome you to this next chapter. We look forward to working closely with you and your family to help you achieve your goals.

Our Process

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

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.

Collaboration with TD specialists

Our team will look at the many aspects of your financial life and engage TD specialists to help where required.  Having an integrated wealth management strategy can help to improve your wealth position, today and into the future.
  • Portfolio Management
  • Investment Advice
  • Private Banking
  • Estate and Trust Services
  • Wealth Advisory Services
  • Direct Investing
  • Small Business Banking
  • Commercial Banking
  • Capital Market Services

Plutus Wealth Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.