Over two decades, we’ve developed and refined our structured framework. We call it the Symmetry Process because that’s exactly our goal — to help provide symmetry in your financial life through a fine balance of wealth growth and protection.
We believe that success in wealth management ultimately hinges on our deep understanding of you and your unique situation. Here’s an outline of what you can expect working with us to look like.
Discover
A getting -to -know -you conversation to learn who you are and what is important to you.
Build
The strategic development of a tailored wealth plan and investment strategy that aligns with your goals.
Collaborate
Implementation of your strategy, leveraging the expertise of TD specialists.
Measure
Ongoing review and optimization of your strategy to identify potential gaps or opportunities.
Communicate
Clear, consistent communication to keep you informed of progress and ongoing discussions about your goals
The Symmetry Process
Whether complex or straightforward, we apply the same rigour to every element of your strategy and its day-to-day execution. The Symmetry process is guided by the following principles:
- Balancing risk management with the natural desire for growth
- Eliminating emotion from investment decisions
- Providing comprehensive coverage of client needs