We believe wealth management should be simpler. It should be easy to connect with your advisor, even fun. We use a holistic goals-based planning approach customized to help meet your needs, while integrating a realistic buffer for the unexpected. We choose best-in-class investments and ensure our clients are never taking on more risk than is necessary while helping them to achieve their goals. When appropriate, we can connect you with a team of TD specialists who can assist you in estate planning, taxation and business succession. Our goal is to anticipate your family's needs and to continually earn your trust and your business by providing you with outstanding service, sound advice and integrated wealth solutions tailored to you.With over 40 years of combined experience we are honoured to work with you. We take the time to understand your needs when considering any solution or recommendation for your family. Our goal is to allow you to spend time with your loved ones, rather than spending your time worrying about whether you are on track to achieve your goals.
Our fee-based practice helps to ensure that our recommendations are based on our best, ethically aligned solutions for your unique situation. We believe this puts us firmly on the same side of the table as the families we care for. Our practice is run like a family office, leveraging TD's vast resources and strong customer-centric brand. While we specialize in investment management, our core capability is demonstrated by understanding and addressing your bigger-picture needs. Striking the right balance between generating income, capital growth and preservation is where we feel that we add true value.
Simmons Kelly Wealth Management Group 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.