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Sea to Sky Wealth Management

Working together to help you achieve what truly matters to you

Comprehensive and astute wealth advisory services


With two Chartered Financial Analyst® (CFA®) designation holders, many years of experience and a collaborative team approach, we offer carefully-considered, innovative wealth strategies to affluent retirees, pre-retirees, families, small business owners and corporations.

a.pngAre you too busy to manage your wealth and want someone experienced to help guide you?

peopl.png Would you rather be doing other things than building and monitoring your portfolio?

eye.pngAre you tired of living with financial concern and feeling you need to watch your money?


We’re here and committed to help, with:

  • Honest advice
  • Long-term strategies to help protect and grow your capital
  • Estate planning strategies to help you pass your wealth tax-effectively to the next generation according to your wishes, and
  • The skills to build portfolios that can help generate a reliable flow of income for your retirement


The Sea to Sky Wealth Management experience:

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Discover: 

By taking you through TD's distinct Discovery  process, which utilizes principles of behavioural finance theory , we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.

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Collaboration with TD specialists:

We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:

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Disciplined asset allocation:

The cornerstone of prudent investing, asset allocation helps ensure that your portfolio accurately reflects your personal circumstances, objectives, risk tolerance and constraints.

It properly diversifies your investments among the major asset classes – cash and cash equivalents, fixed income, and equities – in a manner that is appropriate for you to help reduce your overall risk while providing an opportunity for growth.


Alternative investments:

Since bonds now tend to follow the same performance patterns as equities, we can go beyond the traditional asset classes by drawing upon our experience with sophisticated alternative investments. These strategies are reserved for ultra-high net worth clients who understand and are willing to accept the potential risks and rewards.

Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of potential returns that are non-correlated to market direction.


These may include:

  • Long/short option funds
  • Long Short Credit Funds
  • Arbitrage strategies
  • Private credit
  • Market neutral funds
  • Derivative Strategies
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Sea to Sky Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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