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The Gawne Group
"Working together to help you achieve what truly matters to you"
209 Dundas Street East 5th Floor Whitby, ON L1N 7H8Map
The Gawne Group is a family run wealth management practice consisting of four members - Paul Gawne, Robert Gawne, Bobby McBride, and Donna McBride. To learn more about each team member, see the "Meet the Team" section.
Institutional Style Investment Management
There is no investment decision that has a greater impact on your experience than your strategic asset allocation (the long term allocation between stocks and bonds). It is our job to ensure that you are positioned across asset classes, geographies, industries, and management styles in a manner that suits your circumstance and disposition. Once thresholds are established, we adhere to a rebalancing strategy while monitoring and assessing each position in your portfolio, making adjustments over time.
Planning
If you do not know your destination, it will be difficult to get there. Each of our relationships involve a financial plan that can be as detailed or general as you wish. We incorporate tax considerations, budgeting, and projections using various scenarios to act as a roadmap; making sure we are on the right track. Your plan along with your investment portfolio is reviewed and updated as life progresses.
The Month Gawne By
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
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The Gawne 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.
ADDITIONAL CONTACT
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
Meet The Team
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We're redefining private wealth management.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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