The Ballendine Thakkar Group
The Ballendine Thakkar Group
At the Ballendine Thakkar Group, we will help you and your family reach your financial dreams. Whether that be saving for retirement, generating income to support your retirement lifestyle, or assisting your children and grandchildren – we are here to listen to you, and help you achieve your goals.
With decades of experience in the Investment Advisory business, our Team works with high-net-worth families across Canada. Our approach combines holistic wealth management and tax planning strategies which will help you financially thrive.
Benefits of Working with The Ballendine Thakkar Group:
With decades of experience in the Investment Advisory business, our Team works with high-net-worth families across Canada. Our approach combines holistic wealth management and tax planning strategies which will help you financially thrive.
Benefits of Working with The Ballendine Thakkar Group:
- You will receive sophisticated wealth planning and investment advice with insights into tax efficient strategies.
- We will provide you with a dedicated, professional advisor who will guide you over the years as your financial situation evolves, and your priorities change.
- We will build you a portfolio only after carefully listening to you and understanding your risk/reward priorities.
- You will have access to a team of TD specialists that can offer full written wealth plans, will and estate plans, insurance evaluations, private banking, and business succession planning.
What We Do
To thrive in all aspects of your financial life, we believe you must have a comprehensive plan. We can design a tailored wealth plan that helps you build, preserve, and share your wealth as you see fit. Our balanced approach to managing your finances is carefully crafted with your goals and complex needs in mind.
Privately Managed Portfolios
We offer discretionary portfolio management to clients who want to leave the day-to-day decision making to us.
We start by taking a deep dive in understanding your goals, risk tolerance and investment preferences. We then construct portfolios specifically designed for you.
We follow a disciplined process of re-balancing your portfolio on a quarterly basis, which allows us to be agile in managing market conditions and risks. This means that you get professional management that leaves you free to focus on your own priorities.
We start by taking a deep dive in understanding your goals, risk tolerance and investment preferences. We then construct portfolios specifically designed for you.
We follow a disciplined process of re-balancing your portfolio on a quarterly basis, which allows us to be agile in managing market conditions and risks. This means that you get professional management that leaves you free to focus on your own priorities.
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