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At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives.
In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that helps to ensure they can get there.
Each family is unique in its complexity. We help determine a strategy that works best, and form comprehensive wealth planning relationships with the families we serve - often engaging a tremendous team of other TD specialists so we can deliver an integrated solution covering a number of key wealth planning considerations.
With Sea Glass Wealth Advisory Group our clients are our main priority. We achieve this by being responsive and accessible, by delivering on a customized communication strategy designed to meet our clients' expectations.
We will know we are successful when our clients say that our relationship with them provides real value - that their lives are better for trusting us with their financial well-being. A responsibility we don't take lightly.
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Branch Office: (604) 235-9825
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.