Sea to Sky Wealth Management

Sea to Sky Wealth Management

Comprehensive and astute wealth advisory services

Sea to Sky Wealth Management

With two Chartered Financial Analyst® (CFA®) charterholders, 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:

  • We listen and are relatable.
  • Your interests come first - we treat your money like it is our own.
  • We will talk about your life more than your account. 
  • We are committed to ensuring you understand your portfolio and know the potential risk - and returns it could bring.
  • Expect us to be in touch frequently with high-quality communications, including an agenda email before each meeting and a summary afterwards.
  • We follow through in a timely manner to ensure plans are executed.
  • Our team follows a proactive, structured process

Wealth Insights


The Rising Tide of Optimism

Think kids these days are getting too much screen time? There’s another demographic struggling to put down their phones: Baby Boomers. As one 83-year-old put it: “I’m so attached to this thing. If I leave the house and forget (it), I’ll go back.”

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.


Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk

Cut out the noise.
Hear what matters.
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TD Economics

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


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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