Skip to main content

Thomas Crockett

Vice PresidentInvestment Advisor

Working together to help you achieve what truly matters to you

Comprehensive Financial Services for Affluent Families and Individuals

As a group of professional Wealth management specialists, Crockett Wealth Advisory Group works with individuals and families to diversify and grow their capital over time in the most tax efficient manner possible while protecting and preserving their legacy.

You've worked hard to build up your investment portfolio, but as your wealth grows, it also becomes more difficult to manage on your own.  We have the resources to develop a comprehensive financial strategy that is ideally suited to you, including investments, retirement planning, investment tax planning strategies, business succession planning, charitable giving and more.  We are supported by a team of trained Wealth Management specialists, who provide our clients with integrated, comprehensive, customized solutions to meet their financial and investment needs.  The benefits to you are significant.

With TD Wealth Private Investment Advice, you will be involved in the decision-making process, and you will have the added value of professional experience and advice, a fresh perspective, new ideas, and extensive resources. 

  • Plan for security:  Wealth protection strategies using life and health insurance are the foundation of a sound financial plan and are one of the most cost effective means for protecting you, your family and your business.  By virtue of their special tax status, life insurance products with an investment component can also combine wealth protection with a unique enhancement for tax-deferred investment opportunities.
  • Plan for business succession:  You’ve spent years building a business you’re proud to call your own.  To ensure you maximize the value of your business when it comes time to sell, transfer or exit, you’ll need to develop and implement a business succession plan.
  • Plan for retirement:  We know that the meaning of “retirement” is a little different for each person and that means your retirement plan is unique to you. We will work with you to build an effective wealth plan whether you are saving for retirement, making the transition to retirement or living in retirement.
  • Plan for growth:  Our goal is to find the right kind of investment program for you that is made up of securities that match your objectives and your level of market sophistication. Whether you are focused on Capital Growth, Income Generation, or Diversifying your Portfolio’s Concentration, we can help.

We invite you to consider taking advantage of our professional guidance to help you manage the growing complexity of your financial requirements.


Fax: (403) 299-8682
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

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.


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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

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.

Current Perspectives

Trumps, Tariffs and Trade Wars.

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?

Do you know someone who would benefit from my services?