Our Approach
We measure success one happy client at a time
When we founded our practice in the late 1980s, we took what was at the time an unusual approach: We decided to keep score. To help clients track progress toward their goals, we developed a scorecard. Each year, we reviewed our results and adjusted our approach. More than three decades later, we’re one of the most experienced advisor teams around, and we’re still keeping score.
We measure success one happy client at a time.
We measure success one happy client at a time.
A goal without a plan is just a wish
Once we understand your priorities and goals, we’ll create a plan that’s as unique as your fingerprint. Then we’ll design a portfolio to fund the plan, provide ongoing counseling to help guide you, and meet for annual reviews to discuss your progress.
“Seeing a detailed financial plan on paper is often an epiphany for our clients,
showing that they can indeed achieve their goals.”
— Katrina Young, Associate Investment Advisor
Our Services
Everything we’ve built has come from a cornerstone of careful tracking and fine-tuning. We offer a simple, tax-smart approach to wealth accumulation, retirement income, estate planning, and charitable giving. Our team’s collective wisdom and complementary strengths go far beyond investing. We’ll help:•organize your financial life
•minimize your taxes
•determine how much you’ll need to retire
•design a retirement income plan to sustain your lifestyle
•guide the transfer of wealth to your loved ones
•coordinate details with your own accountant and attorney
•assist your power of attorney and executor when the time comes.
In collaboration with TD specialists where needed.
We’ve guided clients through eight bear markets.
Subscribe to our monthly insights by contacting us at riverkeeper@td.com or (905) 704-1400.
