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.
Are you too busy to manage your wealth and want someone experienced to help guide you?
Would you rather be doing other things than building and monitoring your portfolio?
Are 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:
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.
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:
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.
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:
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.
- Long/short option funds
- Long Short Credit Funds
- Arbitrage strategies
- Private credit
- Market neutral funds
- Derivative Strategies