Money Talk Life - Snowbird Migration
If you’re a snowbird, planning for a medical emergency should be up there with packing.
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.
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.
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 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
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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.
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.
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