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Thomson Marsh Wealth Management
"Working together to help you achieve what truly matters to you"
45 O'Connor Street 11th Floor Ottawa, ON K1P 1A4Map
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) 782-1270
Branch Fax: (613) 782-1189
Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Meet The Team
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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
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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You have questions, we have answers. Let's have a quick chat.
Market Commentary
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