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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.
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.
As Vice President, Investment Advisor and head of Thomson Marsh Wealth Management, Dave oversees the strategic direction of our practice by applying over 20 years of experience in banking and investment management. A deep understanding of the complex financial needs demanded by successful professionals, business owners and affluent families has enabled Dave to build meaningful relationships that span multi generations.
A Portfolio Manager & Investment Advisor and member of Thomson Marsh Wealth Management, George focuses on financial planning strategies and operational management to strive to provide our clients with an experience that is unparalleled. With over 15 years of experience, George has structured our wealth management process to provide the necessary tools and systems to help enhance our client’s success.
Evelyn has been meeting the needs of TD’s clients for more than 25 years. Her commitment to client service and sharp financial insight guided her career through the retail branch network to the role of financial advisor. Clients of the Thomson Marsh Wealth Management value Evelyn’s exceptional interpersonal skills and attention to detail when it comes to managing their day-to-day wealth needs.
An Associate Investment Advisor with Thomson Marsh Wealth Management, Ivan is primarily responsible for portfolio strategy, investment research and trading. He works directly with our clients to create and implement investment strategies that work in conjunction with their individual financial objectives.
With more than 8 years of experience in various roles within TD Bank, Charles has developed strong professional skills that enable him to provide expertise on TD's and industry policies and procedures. His focus on ensuring operational efficiency assists our team in providing a seamless client experience.
Currently, Charles is working to complete his Certified Financial Planning designation and will be writing the level 2 examinations in June of 2018.
An Associate Investment Advisor with Thomson Marsh Wealth Management, Brad works with High Net worth families delivering custom wealth management plans. Brad has over 20 years of capital market experience and has worked with High Net worth families for the past 12 years. Brad focuses on understanding our client's financial needs and on building customized plans for our clients which focus on Investments, Retirement Planning, Estate Planning and Alternative Investment solutions. Brad has the PFP designation and has his Options Derivatives license.
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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Maurice Gould
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/thomsonmarshwealthmanagement
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The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
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