Skip to main content

Strategic Wealth Management

Working together to help you achieve what truly matters to you

team picture.jpg

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 employ a collaborative approach to wealth management. By harnessing each of our individual strengths, we are able to deliver customized, comprehensive care that can help to maximize your results.

Wealth is complicated. We’re not.

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

Graphic_Philosophy_02.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 help 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.

Investing in 2020 and beyond: Diversify your portfolio with ETFs

2019 has been a banner year for equities, despite global growth concerns and geopolitical uncertainties. Bruce Cooper, CEO, TD Asset Management talks about what to expect for 2020, and how to find diversification through ETFs.

Q: What should I do with my bonus?

I received an unexpected $5,000 bonus this year. Before I spend it all, what are the things I should consider?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from our services?