Understanding
We take the time to understand your needs, dreams and aspirations.
Sandy Brown
Sandy Brown
Portfolio Manager
Senior Investment Advisor
CIM®
B.Comm. (Hons)
Working together to help you achieve what truly matters to you
Phone
Office Location
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Phone
Fax
(416) 308-8725
Certificates
CIM®
B.Comm. (Hons)
Languages
English
Mandarin
Cantonese
Education
University of South Africa
Far more than day-to-day investment advice
We believe that wealth management embraces far more than day-to-day investment advice. It includes financial and lifestyle preservation, retirement planning, inter-generational wealth transfer, legacy creation and more. Ultimately, all are inter-connected and a strategic approach to wealth management is key.
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is driven by a high level of personal trust, communication and understanding.
Our clients expect, and our goal is to provide, exceptionally personalized investment advisory services. Like you, they expect competitive investment returns where capital preservation, security, and the prudent management of risk, is fundamental.
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is driven by a high level of personal trust, communication and understanding.
Our clients expect, and our goal is to provide, exceptionally personalized investment advisory services. Like you, they expect competitive investment returns where capital preservation, security, and the prudent management of risk, is fundamental.
Customized solutions tailored to your needs
Your customized plan is as individual as your needs, and will change over time. When you need other specialists to help you reach your goals, we have the solution. TD specialists are here to provide the same attentive service you've come to expect from your investment team. With your permission, we will engage a TD specialist to address your specific needs. Rest assured that we will remain your primary point of contact at all times. When appropriate, we can also work alongside your other professional advisors to help ensure your wealth plan incorporates the various aspects of your personal and professional life.
In addition to the work we perform for high net worth individuals and their families, we also represent holding companies, small business owners, condominium corporations, trusts and charitable foundations.
In addition to the work we perform for high net worth individuals and their families, we also represent holding companies, small business owners, condominium corporations, trusts and charitable foundations.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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