Full-circle solutions for your unique and complex needs
Managing wealth means more than just managing money. We provide personalized advice and solutions to address 11 key wealth considerations that most people will need to face at some point in their life.
Whether you’re transitioning to retirement, planning for a major purchase, protecting your assets, or leaving a legacy, we will strive to turn your unique and complex needs into simple solutions that are easy to understand and in line with your life goals.
Big-picture wealth planning
We can work to achieve what’s most important to you using the assets you’ve accumulated. We provide clarity by building a financial roadmap that clearly outlines where you are today, where you need to be and how we aim to get you there. With a team of TD specialists, Portfolio Managers and other TD resources, we offer:
Our proven, unending process:
Why invest with us?
. We are one of the largest teams in Southwestern Ontario, managing almost three quarters of a billion dollars in assets. We draw on each other’s strengths and span multiple generations, so our clients and their heirs can expect long-term service continuity.ETHICS
. Our relationships are forged on trust, integrity and a deep discovery of what is important to people as well as what keeps them up at night. We operate with the mantra that no need should ever feel too small. PERSONAL ENGAGEMENT
. We strive to help our clients feel free to enjoy life, knowing their assets are in very good hands.
Sager Fingland Wealth Management 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.