The Symmetry Process is not just about your investments, it is a process that helps provide symmetry in your financial life.  We provide a balance between what matters and what you can control. We can assist with the following:  

Have your money work for you

Relieve the stress that can come with investing and work with Michael, Trevor and Scott to:

  • Construct a portfolio that aligns with your goals, risk tolerance, and timelines
  • Manage potential risks by creating a diversified portfolio
  • Adjust your investments as your objectives or the market changes

Our services include:

  • Wealth Management
    ◦ Portfolio Management
  • Risk Management
    ◦ Insurance Strategies
    ◦ Bear Market Risk Mitigation
  • Tax Efficiency
    ◦ Portfolio Structure
    ◦ Investment Placement

Solutions to ignite your success

TD specialists to ensure they cover the key aspects of your finances, including Philanthropic Advisory Services , High Net Worth Planning, estate planning, Business Succession, and more.

Services include:

  • Will & Estate Planning
    ◦ TD Estate Planning Professionals
  • Banking, Credit, Cash Management
    ◦ TD Wealth Private Banking
    ◦ TD Canada Trust
  • Philanthropy
    ◦ Philanthropic Advisory Services - Private Giving Foundation
  • Wealth Advisory Services
    ◦ High Net Worth Planning
    ◦ Business Succession
    ◦ Advisory Services to Friends & Families