The Gawne Group
Institutional Style Investment Management
We believe that 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.
All of our clients have a Financial Plan. It is difficult to get to a destination if you don't know where you're going. Your goals act as a roadmap and chances are they will change over time and so will your plan.
Every relationship is unique and that's what makes our profession not only rewarding but exciting. We take into account all aspects of your wealth needs including:
- Tax Management
- Saving For Retirement
- Income at Retirement
- Insurance Solutions
- Estate Planning
- Philanthropic Goals
- Incorporated Strategies
- Saving for Education
- Saving for First Time Home Buyers
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs, engaging TD specialists where needed. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.