Complete and Caring Wealth Management
Whether you’ve been closely involved in managing your wealth for many years or have just recently inherited the responsibility for doing so and feel overwhelmed by it, our goal is to make your wealth journey easy and enjoyable.
Investing is about much more than investing.
Your portfolio is important, and we are well qualified to manage it for you. But what’s even more important is having deeper conversations to answer the big questions:
Once we get to know all about you and everything that’s important to you, we will closely work together to build your unique wealth plan – a roadmap to help you chart the best route to retirement, generate the income you will require once you’re retired, and pass on your assets tax-effectively. We’ll be honest
: we don’t always have all the answers, but we can always tap into the vast resources of the TD Bank Group. We are committed to putting your interests first and have the integrity to keep your investments within your risk profile. And we pay meticulous attention to detail, reflecting our commitment to keep our work precise and accurate.
Complete wealth services – under one roof.
As our client, you have access to TD specialists who can provide expertise and services in various aspects of wealth planning. Every step of the way, we will be there to help you navigate the journey and integrate the specialists’ advice into your own unique wealth plan. We will also liaise with your own lawyer and accountant.