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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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