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:
  • 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
We are an Investment Advisory team by trade, our focus is not just investments but Wealth Management.

At The Gawne Group, we leverage a large range of additional TD specialists. Please connect with us to learn more. 
Meet the Team

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:

  • 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.

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

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Retirement Planning

Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Planning for Major Purchases

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Banking & Credit Management

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Protecting your assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Passing on your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Business Succession Plan

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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