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.
WIO: Monthly Perspectives
When it comes to tariffs, markets have become less extreme since 2018, while views about how markets are reacting have become more extreme. It’s quite the dichotomy.
WIO: Portfolio Strategy Quarterly | Q1 2025
Things have changed. We live in an era where there is a great deal of uncertainty, which is driving a lot of investors to begin to climb the “wall of worry.” We believe investment success is predicated on the ability to adapt as the world unfolds and that strong diversification is the best way to tackle the quarter ahead and the ones that follow. How to invest for the next decade is a conundrum for sure, but it's one that we’re ready for. Read on.
WIO: Quarterly Market Review | Q4 2024
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.