Our Process

We take the time to discover what truly matters to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with us and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Disciplined process

Your Wealth Management Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3.Implementation

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4.Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5.Ongoing Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Your Wealth Management Experience

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3. Implementation

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.

4. Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5. Ongoing Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6. Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Access to Discretionary Investing

With Sagewood Wealth, clients can benefit from discretionary portfolio management—an approach that entrusts day-to-day investment decisions to our team of professionals. This frees you to focus on your life, knowing that your portfolio is actively managed in alignment with your goals. For a single, transparent management cost, we monitor the markets, seize opportunities, and manage risk—always with your long-term success in mind.

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Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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