Reflects enhanced asset allocation
Enhances the traditional asset-allocation process, which is full of equity risk and rising correlations.
An investor-centric approach
Our investment process draws on the extensive experience of our team. Our disciplined strategic process leverages a diverse group of TD specialists. We utilize all resources to construct tailored plans and portfolios. We believe the key to portfolios lies in establishing an investment approach that is designed to adapt to the ever-changing environment, using a well thought out wealth plan and a contemporary portfolio approach with true diversification, balancing broad asset allocation and risk-factor diversification from specialists who have a deep understanding of financial behavior.
We aim to provide you a portfolio that:
Stays focused on your goals
Properly places investor goals and needs ahead of “benchmark” performance.
Goal Based Portfolios
Aims to deliver consistent returns, based on your goals, with less pain: lower losses, less often, and for shorter periods of time.
Incorporates proper risk factor diversification & Demonstrates reduced volatility
Provides the foundation for a properly diversified portfolio and reduces the reliance on interest-sensitive, low-return/high-risk investments to protect against expected volatility.
Connect with us
For those seeking a dedicated, thoughtful, sophisticated approach to wealth and investment management.
Our Current Thinking
The Wealth Investment Office works with us to consider the current state of financial markets to weigh the current investment opportunities and risks impacting which can help you achieve your financial goals.
Monthly Perspectives: Monthly Perspectives: March 2025 | A Bigger Boat
Relentless suspense. The fear of the unknown. The shark attacks themselves. As the tension increased, so did the stakes. They're on the fishing vessel, and suddenly, this massive great white surfaces, leading Chief Brody to inform the shark hunter with the now famous line: “You’re gonna need a bigger boat.” That’s the idea that inspired this month’s Perspectives. The best way to safely and profitably navigate the ocean while protecting against predators is a well-managed, diversified portfolio.
WIO: Portfolio Strategy Quarterly | Q2 2025
“When you blow at high dough” is a call to avoid acting impulsively when you have a lot at stake. In today’s environment of tariffs, tweets, and contradictions, it’s easy to lose focus. But in times like these, investors must evolve at the speed of thought. Read on.
WIO: Quarterly Market Review: Q1 2025
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Strategy Touchpoint with Brad Simpson, Chief Wealth Strategist
Financial markets have been experiencing bouts of volatility amid concerns about the U.S. economy. Brad Simpson, Chief Wealth Strategist with TD Wealth, explains to MoneyTalk’s Greg Bonnell why recent corrections may be a positive for markets in the long run.