Our Approach
Attentive service. As a team of nine individuals, we believe that our large size allows us to deliver an exceptional client experience.
Our integrated, holistic approach to your wealth
We provide wealth planning and portfolio management and work with TD specialists as needed to deliver:
- Retirement income planning (including Individual Pension Plans and retirement compensation agreements),
- Optimal tax-planning strategies, considering the use of personal or family trusts,
- Liquidity forecasting and cash management planning,
- Custom credit facilities to take advantage of opportunities to help grow and diversify wealth,
- Wealth transfer strategies,
- Tax-efficient business succession planning strategies, and
- Private foundation creation and management, or other philanthropic initiatives.
Discretionary investing brings enhanced services:
- The freedom from having to make daily investment decisions,
- Nimble response to sudden opportunities and risks – they can be addressed swiftly without waiting for your approval,
- Access to premium investment vehicles that can help minimize risk and strive for consistent returns,
- A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation, to set the guidelines, asset allocation and diversification of your portfolio,
- Extensive due diligence on all investment holdings, and
- Enhanced reports routinely and clearly highlight your costs and returns.