St. Clair Wealth Management, Investment Advisor,Toronto, ON

Phone

Office

Office Location

2 St. Clair Avenue East 6th Floor Toronto, ON M4T 2T5. map

Forging bonds that last

Our team is proud of the strength and depth of the relationships we develop with our clients. We focus on each client as an individual and work hard to learn about their family situation, to uncover their specific financial goals, and to help them articulate their estate planning and business succession needs. By working in collaboration with TD specialists, the team then develops customized investment strategies that reflect those objectives and can help clients create and preserve wealth for the next generation.

Throughout, we maintain a level of communication that we think truly sets us apart. By intentionally limiting the number of clients we serve, we can dedicate more time to each client. We stay in touch with clients on a regular basis and are committed to ongoing dialogue and responsiveness.

We believe you’ll notice the difference.

Managing risk and volatility

Asset Allocation

At St. Clair Wealth Management, we believe that asset allocation is the most critical aspect of investment management. Once we have a clear understanding of your investment objectives, we concentrate on identifying the asset allocation that can help you reach your goals while respecting your tolerance for risk and helping your portfolio to weather the inevitable storms of the financial markets. Our commitment is to guide you through these storms by adhering to the investment process that we put in place after our discovery exercise.

Diversification and Alternative Strategies

Our team also strives to manage risk and lower volatility through diversification and alternative strategies. We use uncorrelated assets, ETFs and hedge funds to help diversify risk and protect against volatility. We make a point of explaining to our clients the risk level associated with every asset class; that way, we believe we can help to manage their emotions when the markets are volatile.

The benefits of discretionary investing

Through St. Clair Wealth Management, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

Fees are asset-based, and we have the ability to drive your portfolio's long term objectives, and can respond more nimbly to sudden opportunities and risks. Our strategy is guided by the customized wealth management plan we develop; it is based on your objectives and financial situation and sets out the asset allocation and diversification of your portfolio.

At St. Clair Wealth Management, we manage our own Canadian and U.S. equity portfolios that we include in both our discretionary and non-discretionary portfolios.

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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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

How we can help

Understanding your goals and priorities, and working with you to create a comprehensive plan to help ensure you can achieve them.
Leveraging TD specialists in areas of taxation, estates, trusts, business structure and succession planning, as well as insurance can help to ensure that the various aspects of your financial needs are covered.
Providing access to institutional mandates that are otherwise not offered to retail investors which can help enable financial stability and growth.

We gladly offer a complementary second opinion. Get in touch with us if you:

are uncomfortable with the volatility in today's markets and your portfolio
have a life changing event that requires a second look at your wealth plan
are concerned you will outlive your money
would like to discuss estate planning strategies, tax saving strategies, portfolio reviews and capital preservation
run a Professional Corporation and seek tax efficiency within your practice

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Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Forging bonds that last