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