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Russell Anthony Wealth Management Group

Freedom Of Choice - To Create The Life You Envision

RUSSELL ANTHONY WEALTH MANAGEMENT GROUP

Home of the VSI Wealth Plan

Our team is the personal CFO to a select group of successful business owners and professionals who among other things, strive for both a work optional lifestyle and ensuring their family legacy.  We have developed and refined a process called the VSI Wealth Plan that identifies our client's unique needs and provides a clear path to help them achieve their goals.  We empower our clients to have freedom of choice and to live the life that they envision.

OUR PHILOSOPHY

We take a panoramic approach to wealth management and we don't just jam square pegs into round holes.  Instead, we craft a personalized wealth strategy that addresses your needs and brings clarity to your situation.  We may do over 85 things over the course of a lifetime relationship with you but everything we do falls within one of the following 9 Pillars of our clients Wealth Planning Process.  

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For each of our clients, our VSI Wealth Planning Process puts every piece of the puzzle together as their lives unfold and their needs evolve.  Our clients can't outgrow our process, they'll grow into it as critical life events occur and their life progresses.

OUR PROCESS:   

Our VSI Wealth Planning Process starts with a comprehensive deep discovery to give you the confidence that we understand your unique circumstances. The result of this discovery is the creation of your Vision Statement, which is the foundation of your Personalized Wealth Plan. Whether you 

  • worry about outliving your capital
  • want to pursue a work optional lifestyle
  • want to secure your family investment legacy
  • want to ensure you have the means to check off all the items on your bucket list or
  • just want the freedom of choice that your wealth affords you
our VSI Wealth Planning Process identifies your unique needs and concerns and maps out the Strategies to help you achieve your goals.  As your lives unfold and your needs evolve, we help you Implement these strategies and make tactical shifts when required.


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ADDITIONAL CONTACT

Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

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