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:

• 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.

We believe service is our hallmark and one of the reasons for our success.  You can expect close, personal attention and portfolio strategies that line up with your financial goals.