Sonoda Family Wealth Advisors
Sonoda Family Wealth Advisors
Our Family Helping Your Family
We are a family wealth management team at TD Wealth Private Investment Advice dedicated to helping our clients achieve their life-long dreams by utilizing a comprehensive approach to progressive investment, financial and retirement planning. As stewards of our clients' life savings, we appreciate the importance of dispensing prudent and personalized advice in all matters relating to the creation and retention of their wealth.
Our distinction of excellence at Sonoda Family Wealth Advisors begins with a multi-talented family practice that is founded upon over five decades of combined financial and wealth advisory experience.
Our goal is to simplify the wealth management process by discovering and understanding what really matters to our clients. We begin by asking specific questions, thereby gaining a deep understanding of what is important in terms of family and the future. We focus on helping them and their family navigate through the often complex task of making investment decisions. This commitment is an on-going process that involves regular monitoring and check-ups and helps mitigate portfolio risk by staying true to a long-term plan and ensuring that life-goals are on track as planned.
Our distinction of excellence at Sonoda Family Wealth Advisors begins with a multi-talented family practice that is founded upon over five decades of combined financial and wealth advisory experience.
Our goal is to simplify the wealth management process by discovering and understanding what really matters to our clients. We begin by asking specific questions, thereby gaining a deep understanding of what is important in terms of family and the future. We focus on helping them and their family navigate through the often complex task of making investment decisions. This commitment is an on-going process that involves regular monitoring and check-ups and helps mitigate portfolio risk by staying true to a long-term plan and ensuring that life-goals are on track as planned.
Who We Are
Sonoda Family Wealth Advisors consists of Brian W. Sonoda and sons, Adam and Jason. Along with veteran Client Service Associate, Brenda Higginbottom, we believe we have the experience, talent and commitment to serve our clients' needs with professionalism, integrity and knowledge. Collectively, we aim to use our expertise to be able to address the multi-generational needs of families at various stages in their lives. We are dedicated to upholding a well-managed practice, we afford each client the time and resources to provide them with a personalized one-to-one approach in the management of their wealth.
Our Commitment
We are committed to utilizing a comprehensive approach to wealth management and to help provide our clients with confidence.
Our close-knit family structure helps to ensure the permanence of commitment and dedication that many investors seek in formulating their multi-generational vision for long-term success and security.
We are committed to putting our clients' interests first, and to carry out our responsibilities with integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence (CFP Code of Ethics.
Our close-knit family structure helps to ensure the permanence of commitment and dedication that many investors seek in formulating their multi-generational vision for long-term success and security.
We are committed to putting our clients' interests first, and to carry out our responsibilities with integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence (CFP Code of Ethics.
Helping you achieve what truly matters to you
Please call us today at (905) 331-3356 for a confidential review at no obligation or cost. Our family team can help with a customized, comprehensive and personal approach to investment and life planning.
