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The Gawne Group

Working together to help you achieve what truly matters to you

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  

January 2020 

December 2019 

November 2019 

October 2019 

September 2019 

August 2019 

July 2019
 

June 2019 

May 2019
 

April 2019
  

March 2019 

February 2019 

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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

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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