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Simmons Kelly Wealth Management Group

Tailored solutions in tune with your needs and the needs of those you care about

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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. 


ADDITIONAL CONTACT

Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

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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.

Finding safety in the luxury goods sector

Inflation continues to stay elevated, but higher prices may not be hurting retail sales across the board, says Ben Gossack, portfolio manager, TD Asset Management.  Kim Parlee talks with Ben about how luxury brands and retailers may actually benefit from higher prices.

Return of the Overspender

The holidays are a time for family and joy, but they're also a time when many Canadians tend to rack up credit card bills. This year, high inflation and a possible recession threaten to squeeze our wallets. Here are some tips to help you enjoy the holidays without blowing the budget.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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