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Strategic Wealth Management

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

  • 202 Front Street, 3rd Floor Belleville, ON K8N 2Z2Map

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At Strategic Wealth Management we work to provide comprehensive wealth management advice and solutions to individuals, business owners and families.  We are committed to providing exceptional service and work with our clients to create personalized wealth and retirement plans to help build and protect their financial futures.

Our business model is built on one on one relationships with every client.  This relationship is built on trust, regular communication and a detailed understanding of our client's needs.  We also have access to other TD Wealth specialists to help address wealth protection and insurance services, as well as estate planning and trust services.

Our goal is to provide unbiased advice and innovative, cost-effective solutions that add value to your portfolio.  We use high-quality investments and diversify to help you effectively manage risk.

We aim to provide a high level of service so that your interactions with us are convenient and pleasant. 

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.

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