My passion revolves around helping motivated individuals become successful investors by navigating the emotional ride of investing.Successful investing hinges on getting three questions right:
· How can I maximize my gains by protecting my downside risks?
· How can I consistently protect both my profits and my capital?
· How can I make sure that I have enough money to maintain my current lifestyle into retirement?
Do you want to rely on instinct, timing or reacting to business headlines?
Or, are you looking for a systematic process which removes emotional biases from critical investing decisions?
Backed by a team of specialists, we work closely with you to address all areas of your financial well-being.
Wealth management is more than investment strategies, we feel it's important to provide you with:· Corporate and business succession planning
· Private banking and credit management
· Will and estate planning
· Insurance planning
· Tax strategies
Our team strives to develop and maintain a strong relationship with you. The first step we will take is to sit down with you to get a clear understanding of what is important to you and your family.
Once we understand your goals, we will provide you with an Investment Policy Statement that will be the clear guide and foundation for your investment strategy.
In my experience this is the best process to help you achieve your life and financial goals.
It all starts with a simple conversation.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.