Thomson Marsh Wealth Management, Investment Advisor, Ottawa, ON

1(866) 347-8257TollFree number
360 Albert Street 11th Floor Ottawa, ON K1R 7X7Map

Who We Are

At Thomson Marsh Wealth Management, our goal is to provide our clients with a deep and meaningful wealth management experience that is customized to their distinct needs and objectives. We work with high-net-worth individuals, families and their businesses throughout the Ottawa region to help them live the lifestyles they want for today while achieving their goals for tomorrow.

A Collaborative, Conservative Approach

We strive to cultivate an open and collaborative approach within our team. This helps us to leverage our strengths – more than 50 years of combined industry experience, a network of colleagues in retail banking, private banking and asset management, and the strength and stability of TD Bank Group – for the benefit of our clients.

We believe in a conservative approach to wealth management that focuses on “big picture” financial and investment planning. While building, growing and preserving your capital is our primary focus, this is done in conjunction with holistic financial planning that is tailored to you.

Investment Philosophy

The majority of what we do deals with an unpredictable future. Therefore, we feel that understanding and managing risk is paramount to favourable long-term outcomes and should be the primary focus of investment strategy. Our practice is founded on the principles of being careful, conservative and competent.

Investment Strategy

We believe that successful investing is based on a sound intellectual framework for decision making, whereby emotions do not interfere with the goal of compounding wealth over time. Through cost effective asset allocation and methodical rebalancing, we strive to help protect capital, determine volatility and achieve a reasonable return based on a client's objectives and risk tolerance.

Thomson Marsh Wealth Management 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.

ADDITIONAL CONTACT

Toll Free: 1(866) 347-8257
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

Going beyond the financial picture

A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.

- Brad Simpson, Chief Wealth Strategist, TD Wealth

Meet The Team

David Thomson

Vice President
Investment Advisor

George Marsh

Portfolio Manager
Investment Advisor
Certified Retirement Specialist

Evelyn Lariccia

Associate Investment Advisor

Ivan Mitar

Associate Investment Advisor

Charles Adams

Client Service Associate

Brad Myers

Associate Investment Advisor

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

Bernice MarienHigh Net Worth Planner

Maurice GouldEstate Planning Advisor

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.

Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

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