Our Approach

A strategy built on your values

We get to know you personally so we can deliver a plan designed to help you live the life you envision, now and into the future. Successful wealth planning is more than buying and selling investments. That’s why we create a thoughtful strategy in collaboration with TD specialists that incorporates the many complex elements of your financial life.

Beyond the portfolio

  • Investment management
  • Estate planning, wills, and trusts
  • Retirement planning
  • Financial planning
  • Strategic tax planning
  • Business succession
  • Charitable giving & philanthropy
  • Education savings
  • Insurance strategies

*Some services are offered in collaboration with TD specialists

Your goals, your portfolio

At North Light Wealth Management, we offer discretionary portfolio management and can handle the day-to-day management of your portfolio, so you don’t have to. This style of management allows us to manage risk and take advantage of arising opportunities. This approach allows you to focus on what matters most to you.

What does discretionary mean for you?

  • We gain a deep understanding of your risk tolerance, goals, and personal values.
  • Your portfolio is customized to support your strategy.
  • We make investment decisions and execute trades on your behalf, freeing up your time.

Four key pillars of your wealth

At North Light Wealth Management, we turn your ambitions into manageable goals and then build your strategy by balancing the four key pillars of wealth.

1. Building net worth

We help you grow your net worth by identifying strategies that match your lifestyle needs and help build a plan designed to make your vision a reality.

2. Implementing tax-efficient strategies

Working closely with you and your tax advisors, we'll help you create an integrated wealth strategy to help reduce tax exposure and keep income available when you need it.

3. Protecting what matters

We're committed to delivering comprehensive risk strategies to help protect the things you value most, including connecting you with TD specialists in trusts, estates and other risk mitigation tools.

4. Leaving a legacy

We will work with you to identify your top priorities and collaborate with TD Specialists to help you optimize the transfer.