Skip to main content

Shortt Wealth Advisory Team

Working together to help you achieve what truly matters to you

  • 40 Huron Street Suite 201 Collingwood, ON L9Y 1C5Map

Our Value Proposition -

"Our team promises to provide clients with a clear, concise, and confidential financial path tailored to their family's individual needs.  Our measure of success is seeing that our clients have the financial freedom to support their dreams and goals; giving them the flexibility to focus on what matters most to them.  Each member of the team is committed to serving our clients as unique patrons, requiring individual solutions and well thought out strategies. Above all else, we value the relationships and the trust we build."

ADDITIONAL CONTACT

Branch Office: (705) 444-1510
Branch Fax: (705) 444-0385

Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I 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.

What the high-flying loonie could mean for your investments

The Canadian dollar has been hovering near a 6-year high against the U.S. dollar. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management, about the rise of the loonie, where it’s headed, and possible investment implications.

How an LGBTQ2+ tour operator is surviving the pandemic

Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

Do you know someone who would benefit from our services?