The Bury Loveys Wealth Management Group, Investment Advisor,Markham, ON

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.

Rates are rising: Here are some of the ways that could impact you

Higher interest rates can affect the cost of borrowing, investment performance and savings rates. To help you make sense of Canada's rising rates, we've compiled this short guide.

Finding calm during market volatility

Huge drops in your portfolio can be scary. How you handle it can make a big impact on your finances..

Estate planning at any age

Think you need to be retired to think about estate planning? Truth is, there are some real benefits to getting an early start. Here's a checklist of things to consider, to make sure you're ready and able to provide for your loved ones, no matter what age or stage of life you're at.

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The Bury Loveys Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(877) 974-1104
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

Meet The Team

Craig Loveys

Senior Investment Advisor

Warren Bury

Senior Investment Advisor

Vanessa Xiao

Associate Investment Advisor

Alana Fartsalas

Client Service Associate

We're redefining private wealth management.

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

Power of Staying Invested CAD

Power of Staying Invested US

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You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Geoffrey SmithBusiness Succession Advisor

Bob IzattEstate Planning Advisor

Mindi BanachTax and Estate Planner

Alex LeeHigh Net Worth Planner

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Introduction to Structured Notes

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

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Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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