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We manage and coordinate all things financial so that you can devote your time and attention to what matters most to you.
Whether you're running a business, living an active retirement lifestyle, or travelling with your family, we prioritize an educational, transparent, and easy to follow process so that you always know where you stand in relation to your goals. We begin our relationship by walking you through our in-depth, customized discovery process to understand your wants and needs and assess any blind spots; we then build a comprehensive financial roadmap to show you where you are, where you want to go, and what it will take to get you there. We're with you every step of the way, helping protecting you, your family, and your legacy, while you're busy living the life you choose.
Darryn holds the Chartered Investment Manager (CIM) designation and has over 21 years of experience in the financial sector. Prior to joining TD Wealth Private Investment Advice, Darryn served as a Trader, Branch Manager, and Chief Compliance Officer where he advanced his in-depth market and industry knowledge.
Darryn lives in Thornbury with his wife, Julie, and their three children.
Stroud & Scott 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
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
We manage and coordinate all things financial so that you can devote your time and attention to what matters most to you.
Whether you're running a business, living an active retirement lifestyle, or travelling with your family, we prioritize an educational, transparent, and easy to follow process so that you always know where you stand in relation to your goals. We begin our relationship by walking you through our in-depth, customized discovery process to understand your wants and needs and assess any blind spots; we then build a comprehensive financial roadmap to show you where you are, where you want to go, and what it will take to get you there. We're with you every step of the way, helping protecting you, your family, and your legacy, while you're busy living the life you choose.
For over two decades, Stroud Wealth Management has been working with affluent families and businesses to provide customized wealth solutions and investment management strategies to help them grow and protect assets. We work together with you and your family at each stage of your life.
Our clients are active, busy, and successful families. Whether our clients are running established businesses, or enjoying an active outdoor lifestyle in the Blue Mountains, in collaboration with TD specialists, we provide them with specialized wealth management, financial, retirement, and estate planning solutions so that they can focus on what matters most to them.
At Stroud Wealth Management, we recognize the rapid changes in the financial industry and increasing complexities in our clients' lives. As a result, we take clients through an in depth discovery process to truly understand their needs, and then build a comprehensive road map to help them get to where they want to go. Our process is educational, transparent, and easy to follow so that the families that we work with can understand the purpose and clearly see the value behind what we do. This helps to remove some of the emotion that surrounds our clients' financial health, which can lead to more predicable positive outcomes.
Darryn holds the Chartered Investment Manager (CIM) designation and has over 21 years of experience in the financial sector. Prior to joining TD Wealth Private Investment Advice, Darryn served as a Trader, Branch Manager, and Chief Compliance Officer where he advanced his in-depth market and industry knowledge.
Darryn lives in Thornbury with his wife, Julie, and their three children.
Stroud 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
Jeanine brings both an exceptional service standard and a dedication to accommodating complex client needs for the Stroud Wealth Management team. With her high attention to detail, Jeanine is responsible for the preparation of client reviews and retirement plans and assists Darryn with the day-to-day management of portfolios.
Jeanine has been with TD for 28 years. A large part of this was spent with TD Wealth Private Trust, and for the past 11 years, TD Wealth Private Investment Advice. She has completed the Canadian Securities Course (CSC) and the Wealth Management Essentials (WME) Course and is Options Licensed.
Born and raised in Toronto, Jeanine now lives in Collingwood with her husband and two daughters. Outside of the office, Jeanine enjoys spending time with family and friends and loves to travel.
As a Client Service Associate, Natasha provides a professional level of client service, sales and administrative support to Darryn as part of the Stroud Wealth Management team. Natasha is responsible for all marketing, answering client-related inquiries, and overseeing and coordinating all daily operations for the team.
Natasha has been with TD Bank Group for 15 years and has experience in retail banking as a Financial Advisor and has also worked for TD Commercial Bank and provided detailed support for Commercial banking clients and their Account Managers. She has completed the Personal Financial Services Advice (PFSA) course and the Canadian Securities Course (CSC) as well as the Wealth Management Essentials (WME) course from the Canadian Securities Institute.
Outside of the office Natasha enjoys spending time with her 2 young boys. Born and raised in Collingwood she loves to enjoy all the area has to offer and loves to ski and hike.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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