Capital preservation and growth. Tax efficiency.
Estate and wealth planning.
While each of our clients has different priorities, they all have one thing in common: the unwavering commitment of Tartaglia Rye Investment Advisory Team to keep their best interests at heart.
Whether you are running a successful business or enjoying your well-earned retirement, you can turn to our team to draw on our years of experience, problem-solving capabilities and client-first focus to help you make decisions that make sense for your family and your future.
At Tartaglia Rye Investment Advisory Team, we make it our mission to uncover what matters most to you. That way we can develop a tailored wealth management strategy that will help you reach your goals.
When it’s appropriate, we accomplish this by taking you through our distinct Discovery process, which applies principles of behavioural finance theory to determine the values behind your goals and identify your specific wealth priorities.
Goals-based wealth management
Our rigorous and comprehensive investment style focuses on building, growing and preserving your capital, using a balanced approach to money management with a keen eye on risk management. Through goals-based planning, we measure your returns against your own unique objectives rather than market benchmarks.
With Tartaglia Rye Investment Advisory Team, there are no cookie-cutter solutions. From our initial meeting through to portfolio construction and ongoing reviews, we make the effort to apply the customized process that works for you and your family – and your situation and preferences.
Collaboration with TD specialists
Whenever possible, we work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:
Tartaglia Rye Investment Advisory Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.