Using our process, we get to know you before getting to work. Here’s how it works:
Discovery
We apply a deep discovery process to learn about you, your family and your goals. By understanding much more than your financial picture, we believe we are better equipped to be your guide.
Planning & Execution
To confirm your risk tolerance, goals and our shared expectations for the relationship, we conduct a full review of everything we’ve learned in discovery. From there, we get to work developing the optimal asset allocation for your portfolio and ensuring that every element of your plan is set in motion.
Communication
We believe in regular, transparent and honest communication. We keep you in the loop and are available to answer your questions.
Monitoring
Life can be complicated, circumstances change. We review your plan and your portfolio on an ongoing basis, meeting with you to help ensure your wealth strategy remains appropriate.
Making risk management a priority
As investment advisors, we take an institutional approach to managing risk – utilizing a process-driven framework that provides risk protection and real-return portfolios. We aim to meet our clients’ needs, while striving to recognize and mitigate potential risks. Our time-tested risk management process is based on the following tenets:
Invest like a business owner, not a stock trader
Conduct and utilize rigorous research and analysis
Pursue real, inflation- and risk-adjusted, returns
Perform ongoing monitoring and portfolio review
Invest for lifetimes, not market cycles
Embrace and understand how human behaviour can impact investment decisions
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Things to consider if you are expecting an inheritance
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
Should your investment strategy change as you age?
How should your approach to portfolio management change as you age, especially as you near retirement?
The retirement homestretch: A 5-year checklist
This checklist may help alleviate some of your retirement worries.
Giving back: Ways to make your charitable donations count
Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
