The Gawne Group
The Gawne Group
The Gawne Group is a family run wealth management practice consisting of three members - Robert Gawne, Paul Gawne, and Kristine Gawne. To learn more about each team member, see the "Meet the Team" section.
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.
Planning
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:
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.
Planning
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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
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:
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
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Wealth Considerations
Steve & Lee-Ann – Creating a personalized plan to retire early
Making up for lost time with a sound retirement plan
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.
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.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Achieve what truly matters to you
We're here to help you achieve your goals and priorities. We'll work together to ensure you receive a wealth plan that you can feel confident in
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.
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