Working together to help you achieve what truly matters to you
We believe that financial security comes from being prepared and having a plan to help you reach your goals. The Bury Loveys Wealth Management Group is committed to understanding your objectives and works closely with you to establish a plan. We know investment portfolios are profoundly important to our clients, not only help them achieve their personal financial objectives but also help them fulfill and sustain their life aspirations and passions.
Having access to a comprehensive suite of wealth management products, services and strategies enables us to focus on looking after your financial future. Our clients include business owners, corporate executives, and retirees all of which require various financial expertise. As such, we collaborate with a wide range of TD specialists, including Estate Planning Advisors, High Net Worth Planners and Tax and Estate Planners, as well as the professionals you work with, to help you meet your needs.
Exceptional client experiences and wealth preservation strategies are the foundation of The Bury Loveys Wealth Management Group. We believe our clients value our advice and expertise to help them through life events such as retirement, selling a business, divorce, losing a spouse, inheriting a lump sum of money or passing on an estate. We will work with you to create a plan tailored to your situation and needs to help you achieve your goals.
Toll Free: 1(877) 974-1104
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
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 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.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
Passing on your Wealth
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
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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