Skip to main content

Strategic Wealth Management

"Working together to help you achieve what truly matters to you"

Better together

At Strategic Wealth Management, our goal is to bring clarity to your future and help make your current life easier. That’s why we’ve pioneered a uniquely collaborative approach to wealth management. By harnessing each of our individual strengths, we are able to deliver customized, comprehensive care that helps minimize your stress and maximize your results.


Wealth is complicated. We’re not.

Our rules-based investment process is engineered to avoid common investment mistakes by eliminating emotional bias and conflicts of interest.

Graphic_Philosophy_01.jpg


Graphic_CTA_01.jpg 

Graphic_Success_01.jpg


Connect the pieces of your financial puzzle

Working closely with TD specialists and liaising with your trusted advisors (lawyers, accountants, family members, etc.), we will coordinate a wealth strategy that encompasses your various needs.

  • Retirement income planning strategy
  • Wealth protection and insurance strategy
  • Investment strategies, covering active and passive management and private equity
  • Optimal tax planning, considering the use of personal or family trusts
  • Liquidity forecasting and cash management planning
  • Custom credit facilities to take advantage of opportunities to grow and diversify wealth
  • Wealth transfer strategies
  • Efficient business succession planning strategy
  • Private foundation creation* and management, or other philanthropic initiatives
TD Green Divider Line.jpg

*The services of the Private Giving Foundation, an independent, non-profit charitable corporation, are offered in co- operation with TD Wealth.

Banner_Brochure_01.jpg

Strategic Wealth Management 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: (613) 968-3839
Branch Fax: (613) 968-7274

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from our services?