The Davies Wealth Management Group
Working together to help you achieve what truly matters to you
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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.
During your financial journey, you may ask yourself some of the following questions:
- Am I going to be alright?
- Are my kinds and grandkids going to be alright?
- What is the best way to leave my assets to the next generation?
- Will I have enough money to travel?
- What if I have health care expenses?
- How can I build a legacy that is fair for all beneficiaries?
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.
The Davies Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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 Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Benefits of Discretionary Investing
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
One transparent, asset-based fee with no commission per trade lets us focus on driving you portfolio's success wihtout worrying about the cost of trades.
Opportunities
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
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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