Understanding
We take the time to understand your needs, dreams and aspirations.
The Gawne Group
With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Some of the things we can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
At The Gawne Group, we leverage a large range of additional TD specialists.
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
Understanding you
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
Confirmation
We summarize our understanding of your financial priorities to make sure you're in agreement.
Determine Solutions
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
