Thomson Marsh Wealth Management, Investment Advisor, Ottawa, ON

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

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

Return of Capital

Covered Call Options and their Tax Treatment

Borrowing to Invest

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.

Markets retreat: Overdue or more to come?

Stock markets sell off, with the tech sector leading declines. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management, about what's driving the sell-off and what the sector rotation out of tech and momentum stocks means for your investment portfolio.

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2021 Tax Checklist

Your tax filing may be different this time around because of the COVID-19 pandemic. One piece of advice: start estimating now whether you may owe money to the government.

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TD Economics

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

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

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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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