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We feel that the Shortt Wealth Advisory Team is what truly sets TD Wealth Private Investment Advice apart from other financial institutions. With over 30 years of experience, the team has expertise in the various areas of wealth management and provides secure individualized advice to clients on investment planning, tax efficiencies, estate planning strategies, day-to-day banking strategies, insurance strategies, and charitable giving helping to ensure that each client's individual needs are met.
Donna Shortt and her team seek to provide their clients with a holistic approach to wealth management, taking the time to discover their individual needs and provide recommendations based on future goals. The team aims to service their clients using methodology that provides a personalized plan that is easy to understand. They believe that in order to achieve results and protect clients during economic dips, you must demonstrate consistency over the long term. They believe that it is this approach which has earned Donna and her team the valued reputation they now employ. Just ask one of their many clients, most of whom have been with her for over 10 years.
Branch Office: (705) 444-1510
Branch Fax: (705) 444-0385
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.