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Entrepreneurial Wealth Strategies
We assist professional athletes and their managers, entrepreneurial business owners and families with significant wealth and complex needs by providing strategies that surpass the scope of traditional investment services.
Advising individuals and families with investable assets in excess of $10 million, we offer discretionary and non-discretionary investment management and collaborate with TD specialists as needed to deliver tax strategies and wealth planning services.
Our Proven Process
1: Holistic asset assessment – We meet to understand each asset you own, both within and outside of your business operations, to determine your holistic risk level.
2: Risk priority analysis – We identify how your assets are correlated and the risks associated to build your entrepreneurial wealth strategy.
3: Design investment portfolio – When considering steps one and two, we build an investment portfolio customized to complement your wealth plan. We methodically work to mitigate risk and reduce volatility by combining uncorrelated strategies (alternative investments, authentic hedge funds, structured notes, options, special situation and long/short strategies, as well as exclusive products).
Our Risk Priority Portfolios
• A proprietary, flexible portfolio construction and management platform. • Comprise many of the best practices from pensions, endowments and family offices. • Supported by institutional risk management and diverse thought leadership from TD Wealth and external wealth management teams. • Designed to enhance asset allocation to diversify risk factors by strategically combining investments and managers; for example, traditional and alternative solutions, to help reduce risk. • Aim for above-average, risk-adjusted returns through enhanced asset allocation and a broad selection of mandates.
Discretionary Portfolio Management • Frees you from making investment decisions and enables us to respond nimbly to sudden opportunities and risks. • A customized Investment Policy Statement (IPS) sets the guidelines, asset allocation and diversification of your portfolio. • You pay one transparent, asset-based fee, and no commissions per trade. o This allows us to focus on driving your portfolio’s success without worrying about the cost of trades. o Our single fee, calculated as a percentage of your assets, includes investment management as well as access to specialized Wealth Advisory Services such as estate and insurance planning. o Fees charged to non-registered investment accounts may be tax-deductible. Please consult your tax advisor to see how this relates to your personal situation.
The Nelson 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.
Over the past two decades, Stephen Nelson has dedicated himself to establishing a disciplined and discreet wealth management practice within TD Wealth. His methodical approach to risk management is evident in the portfolios he creates for all his clients. He mitigates risk by applying a combination of uncorrelated strategies, including but not limited to: alternative investment products, options, special situations and long/short strategies.
Through years of building relationships with his clients, Stephen has become highly skilled in meeting the specialized needs of high-net-worth entrepreneurs, professional athletes, family foundations, and public company executives. In an effort to ensure that close client relationships are continually fostered, Stephen focuses primarily on families with investable assets in excess of $10 million and utilizes a combination of customized discretionary and non-discretionary investment management strategies along with tax and insurance strategies. In early 2015, Stephen took his wealth management practice to a new level by expanding his team to align with Amyn Juma, Portfolio Manager and Investment Advisor with TD Wealth Private Investment Advice. Stephen now leads a highly talented team of ten and is responsible for over $4 billion in investment assets as of November 2022.
As a husband and father of four, Stephen has focused his philanthropic efforts on children’s needs. He has raised over $1,000,000 to date for Holland Bloorview Kids Rehabilitation Hospital Foundation, which is one of Canada’s largest children’s rehabilitation teaching hospital.
Stephen has an Economics Degree from the University of Western Ontario and lives with his family in Toronto.
The Nelson 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.
Amyn Juma has integrated his passion for investments, empathy for people and global perspective to help create an exceptional wealth management experience for his clients. His name translates to “trustworthy” and Amyn places his clients’ interests above all else. He finds it rewarding to share his investment knowledge to help people achieve their goals.
Amyn’s fascination with the markets began when he started analyzing financial documents and studying trends in global marketplaces at a young age. Amyn studied finance at Ryerson University, completed his Commerce Degree, and joined TD in 2005. He is licensed to perform equity and options trading, has access to alternative investment strategies, and places risk management at the forefront of all client decisions. Amyn annually selects his charity of choice to honour his clients when supporting the TD United Way Campaign. He also volunteers to provide food to the homeless in downtown Toronto and teaches new Canadians financial literacy.
Janet Lee
Associate Investment Advisor
B. Comm
Janet Lee has a Bachelor of Commerce degree from Queen’s University and 20 years of experience advising affluent clients. She has navigated every stage of the financial life cycle and is licensed to recommend equities-based and options solutions. Janet has designed and implemented investment strategies to help families transfer wealth through multiple generations while ensuring that their asset allocations are suitable through various stages of life. She also leads our team’s five client service providers to help us maintain integrated processes, make continuous improvements, do what is right, and deliver what our clients have described as exceptional customer service.
Mika Lough
Associate Investment Advisor
BA (Hons), CIM®
Mika applies her research and analytical background to enhance our wealth management offering. She graduated with an Honours Bachelor of Arts degree from the University of Toronto in 2013 and then joined TD to work with Stephen Nelson. As Associate Investment Advisor, she has spent the past several years analyzing and constructing portfolios and investment strategies for their affluent clientele. Mika has completed the licensing requirements for both equity and option trading and has earned the Chartered Investment Manager (CIM®) designation.
Alexander Korda
Client Service Associate
Cindy Chan
Client Service Associate
April Cho
Administrative Associate
Amanda Sciotto
Administrative Associate
Amanda has honed her organizational and time-management skills over seven years at TD. She completed a diploma in Business Administration at Humber College in 2010, which prepared her well for her fast-paced role of Administrative Associate with a large wealth management team. Amanda’s focus and discipline help her create positive client experience as the first point of contact for our clients’ administrative requests.
Kishan Gandhi
Administrative Associate
Matthew Simpson
Administrative Associate
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.
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 involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
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.
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
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.
advisors.td.com/thenelsongroup
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