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 | Standing in a Bucket | June 2025
The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.
WIO: Portfolio Strategy Quarterly Q3 2025
The risks we see coming yet do nothing to avoid (the so-called “Grey Rhinos”) and this headline-driven market often mask the truth about economic conditions, which over the long term underpins financial markets. There’s no doubt we live in turbulent times. We will dig deep with the best of our thinking to take advantage of opportunities and manage risks with a well-diversified, contemporary investment portfolio built and managed around a thoughtful wealth plan. Read on.
WIO: Quarterly Market Review: Q2 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.