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The VIP Group Wealth Management

Wealth management that evolves as your needs, priorities and circumstances change over time

  • 5515 North Service Road 4th Floor Burlington, ON L7L 6G4Map

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At The VIP Group Wealth Management, we create dynamic wealth strategies customized for every client. By getting to know you and your journey, we are able to help you crystallize your goals and then plot the course to help you achieve them.

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The solutions you need, when you need them

Working with a team of TD Specialists, we help you navigate the full wealth cycle – from growing and preserving your wealth for retirement to transitioning assets to the next generation.

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How we work together

Your needs differ from all others. This is why we use a proven, step-by-step process to help us get to know you. We believe that strong relationships are built on communication and unity of purpose.

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Experience you can count on

No matter how complex your situation is, we are committed to helping you every step of the way. Our long-term approach is guided by one key theme: helping you achieve your financial goals.

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ADDITIONAL CONTACT

Branch Office: (905) 331-7511
Branch Fax: (905) 331-7523

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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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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