A clear, proven process
Meet
An initial meeting to get to know each other and how we view the advisor-client relationship. This will determine if our broader philosophies will work well together.
Discover
We get to know you, your circumstances and what's most important to you. Knowing what motivates you and what keeps you up at night helps us clarify your personal goals.
Plan
We develop a clear, strategic wealth plan to help you achieve your short- and long-term goals.
Execute
Our discovery process will help us determine if descretionary or non-discretionary management is the best approach for you and your needs. From there, we implement your strategy, working alongside our dedicated team of TD specialists, as needed.
Monitor & Communicate
We believe your wealth plan should evolve in lockstep with your needs. This means an ongoing review and communication process. We do not"set it and forget it". You will likely hear from us regularly.
Wealth solutions, tailored for you
- Discretionary or non-discretionary portfolio management
- Tax-planning advice
- Wills and estate planning
- Retirement planning and income solutions
- Insurance
- Business succession planning
- Education-fund planning
- Charitable giving
