Privately Managed Portfolios

Sound investment advice built to help weather all market conditions.

Through our discretionary portfolio management platform, clients delegate day-to-day investment decisions to a dedicated Portfolio Manager operating within an agreed investment mandate. This approach allows portfolios to be managed efficiently while enabling timely action when market opportunities or risks arise. For many successful business owners, executives, and families, discretionary management provides the convenience of professional oversight while ensuring their investment strategy remains aligned with long-term objectives.

 

 

Benefits of Discretionary Management

  • Professional day-to-day portfolio oversight
  • Timely portfolio adjustments
  • Tax-aware portfolio management
  • Ongoing monitoring and risk management
  • Customized Investment Policy Statement to define and document investment guidelines
  • Access to institutional research and investment resources

Investment Opportunities

Public Markets

Our portfolios may incorporate Canadian, U.S., and international equities, fixed income securities, ETFs, and professionally managed solutions to build diversified portfolios aligned with client objectives.

Alternative Investments

Qualified clients may access alternative investment strategies designed to enhance diversification and complement traditional portfolio holdings.

Exclusive Opportunities

From time to time, qualified investors may gain access to private market investments, structured notes, special situations, and other exclusive opportunities not generally available through public markets.

Portfolio Construction

Portfolios are constructed with a focus on diversification, risk management, liquidity requirements, tax considerations, and long-term wealth preservation. Each portfolio reflects the client's objectives, unique circumstances, and overall wealth strategy.

Tax-Aware Investing

We recognize that after-tax returns matter. Portfolio decisions consider taxation, asset location, income requirements, and wealth transfer objectives where appropriate. Our goal is not simply to generate returns, but to help maximize the value clients retain after taxes.

Ongoing Oversight

Markets evolve, opportunities emerge, and client circumstances change. Portfolios are continuously monitored and reviewed to help ensure they remain aligned with investment objectives, risk parameters, and long-term financial goals.

Our Portfolios

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.