Simon De Groot

Victoria Branch
Simon De Groot

CFP®

CIM®

FMA

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(250) 405-6144

Office Location

1070 Douglas Street 5th Floor Victoria, BC V8W 2C4. map

Certificates

CFP®

CIM®

FMA

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Understanding

We take the time to understand your needs, dreams and aspirations.

Confirmation

We summarize our understanding of your financial priorities to make sure you're in agreement.

Determine Solutions

Our team works together to develop a personal strategy that is designed to help you meet your goals.

Present Solutions

We present your strategy to you for discussion and approval.

Implement Solutions

We work with you to put your strategy into action.

Ongoing Management and Review

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Money Talk

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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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