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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.

2022 headwinds: What happens when the trillion dollar stimulus music stops

The U.S. economic recovery has been propped up by historic amount of stimulus. But will the economy be able to keep growing under its own power? Kim Parlee speaks with Phil Davis, founder of philstockworld.com, about the threats to the economy and to equity markets in 2022.

5 reasons to get your Will done

The fees involved in writing your Will may be an obstacle to getting it done. However, you may be surprised to learn that dying without a Will could cost your estate even more in legal fees and missed opportunities. November is Make a Will month for many Canadians and Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, on how a Will can actually save you money in the long run.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

Omicron: New threat to public health and economic recovery

The WHO is warning the new Omicron COVID-19 variant poses a ‘very high’ global risk. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about what that means for the global fight against the pandemic.

Ask MoneyTalk: Is there a flexible way to make a charitable giving plan?

Every day, images of humans in need fill the news cycle, from refugees and displaced citizens to victims of racial and gender inequality. With donation requests coming in from organizations and even friends on your Facebook feed, how can you find an efficient way to manage it all? Jo-Anne Ryan, Vice President of Philanthropic Advisory Services at TD Wealth and the Executive Director of the Private Giving Foundation, joins Kim Parlee to discuss donor-advised funds and some ways you can donate now and decide later.

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