Thor Wealth Management Group offers a premium level of discretionary wealth management advice and service within TD Wealth Private Investment Advice. We can manage the aspects of the complex financial affairs for high-net worth individuals & professionals, business owners, Trust, retirees, widows and widowers. Here are a few benefits of dealing with the Thor Wealth Management Group:
- Sophisticated wealth planning and investment advice with insight into tax-efficient strategies
- A disciplined approach to investing in a manner that is both conservative and straight forward
- Our comprehensive reporting and benchmark measurement help to ensure we do our best to help you achieve your goals and objectives.
- A team-based approach that puts you and your evolving priorities first
- And a professional partner that give you the feeling like you’re being guided by a good friend
Discover how we can help you make better decisions about your investments and other financial matters.
Building Relationships for Life
From the very first meeting – and in every interaction that follows – our team focuses on providing you with the support and guidance you need and when you need it.
We start with an in-depth conversation that uncovers where you’ve been and what you’re hoping to achieve. We develop a comprehensive view of your financial situation and are better able to guide you through the investment planning process.
As a result, clients often see us as an extension of their decision-making circle. Before making important life choices – from selling the family home/cottage, to updating their will, to considering retirement home options – clients regularly seek our counsel and rely on our team to help them every step of the way.
Our goal is to do the heavy lifting so you don’t have to; we are happy to liaise with the rest of your professional advisors, such as your accountant, and lawyer, to help ensure your needs are met.
A Disciplined Approach to Investment Management
Once the Thor Wealth Management Group understands your unique needs and goals, we leverage our broad expertise to develop your customized personal investment and wealth plan. Over time, we continually revisit those needs and goals, and as they evolve, so will our recommended strategies.
All of our processes – whether investment, portfolio reviews or follow-ups – are rigorous, structured and disciplined.
We typically invest for the long term, with emphasis on a balanced approach that includes conservative, low volatility investments that have the ability to generate dividends and the potential to increase the dividends. We do not believe in quick fixes, complicated investments or active trading. Instead, we make changes only when needed. In short, we strive to win by not losing.
We feel that our education, past experience and research, allows our team to provide unparalleled service that consistently strives to exceed our client's expectations and investment objectives. We believe that this has earned us the trust of many successful individuals and wealthy residents of the Georgian Bay and Parry Sound regions.
The Benefits of Discretionary Investing
Through Thor Wealth Management Group, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, leaving you free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio’s long-term success, responding nimbly to sudden opportunities and risks. Our strategy is guided by your customized Investment Policy Statement (IPS) based on your objectives and financial situation and setting out the asset allocation and diversification of your portfolio.
As Portfolio Managers, we have a duty to act in your best interests with care, honesty and good faith. As part of this mandate, we draw on the expertise of TD specialists, risk management specialists and research analysts. Their input helps us to not only manage your portfolio, but also to identify opportunities that lie in market shifts. Our wealth plan is based on a foundation of 1) protecting your investment capital 2) providing tax-efficiently within the wealth plan 3) growing your capital overtime to protect the purchasing power of your principal. Ask us how you can benefit from discretionary investing today.
Teamwork at its best
Within TD Wealth Private Investment Advice, the Thor Wealth Management Group has been recognized nationally as one of the firm’s leading advisory teams. As a member of the TD President’s Club* (honoring the top 30 advisors) since 2017, and Thor Wealth Management Group has been identified as a leader with the firm and has received the prestigious Merit Award** six times, recognizing the exceptional achievements that enhance our clients’ experiences through Motivation, Excellence, Results, Integrity and Teamwork. Together, this team currently manages in excess of $500 million in client assets while employing three underlying principles; responsibility, integrity and service excellence.
Working with a team of TD Wealth specialists are also invaluable in helping us to customize your integrated wealth strategy.
We believe you will find working with the Thor Wealth Management Group is a unique and rewarding experience as many of the areas high net worth individuals enjoy having us manage the aspects of their financial affairs. Our model is similar to that of private banking: instead of trying to be just another Investment Advisor with hundreds of clients, we are a tight-knit team of highly skilled professional individuals. We have the experience and dedication to manage and execute intelligent and strategic decisions that represent your unique sets of needs.
We would appreciate the opportunity to learn more about your unique situation and provide you with a comprehensive proposal for your consideration… then you can be the judge!
*President's Club members meet or exceed business financial goals as well as maintain a high level of professional business conduct throughout the year and consistently demonstrate integrity and the highest ethical standards.
**Merit rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation, excellence, results, integrity, and teamwork
Thor Wealth Management Group 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.