The Currie Group

The Currie Group

Together we will strive to exceed your expectations.

A Wealth Strategy That Changes As You Do

The Currie Group brings a blend of skill, passion, and extensive experience to wealth management. With a commitment to your unique financial situation, we're here to help you achieve your vision of success.

Driven by a shared passion for capital markets, quality advice and a commitment to helping others succeed, we work as a team that prioritizes tailor-made solutions to complex financial problems. No two clients are alike, so no two clients of ours have the same portfolio. We don't force clients into our models or products, we build your ideal portfolio for you, from the ground up.

We understand the importance of trust, communication, and collaboration. We take the time to understand your financial goals and family dynamics. We then build a comprehensive wealth plan for your family to help reduce risk, maximize performance, and cut your tax bill. Our collaborative approach ensures that you receive strategies that align with your personal values and aspirations.

Our commitment to accessibility and responsiveness means that we are always there for you, ready to address your biggest concerns and provide the guidance you need. Through our structured client engagement system, we keep you informed with regular updates, informative newsletters, insightful bulletins, and personalized hand-written portfolio reviews.

Together we will strive to exceed your expectations.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in. 
 
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve. 
 
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage. 
 
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it. 
 
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth. 

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you. 
 
Our unique discovery process uncovers the values behind your personal vision of success. 

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you. 

We summarize our understanding of your financial priorities and needs to make sure you're in agreement. 

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority. 
 
We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do. 

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your financial plan. 
 
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life. 

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

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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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Money Talk

Cut out the noise.
Hear what matters.
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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

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Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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