The Currie Group
Together we will strive to exceed your expectations.
A Wealth Strategy That Changes As You Do
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.
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 Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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
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
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.
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