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With almost 35 years of combined experience helping clients to navigate through many aspects of their financial lives, The Daley Group have established themselves as a trusted advisors to the families they serve. With an Advisory career spanning multiple market cycles, they have gained the expertise and network to manage many client circumstances or market conditions. Currently a team of 6, they have built a highly effective discretionary practice focusing on tax efficiency for both personal and corporate clientele. Kevin is recognized as a member of the TD Wealth President's club, which is awarded to those of meet or exceed business financial goals as well as maintain a high level of professional business conduct throughout the year. In collaboration with TD specialists, they can assist their clients with Estate planning, Retirement Planning, Tax-smart philanthropic options & Business succession planning.
We are taking understanding your needs, to the next level. By uncovering what drives your investing
decisions, we can better avoid actions that may be sabotaging your investments.
Click below to learn more about how we can help you avoid common financial blind spots.
Implementing Tax Efficient Strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Leaving a legacy
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning strategy and trusts to gifting and philanthropy. Our Goal? To help you optimize the transfer of your wealth.
The Daley 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.