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You have meaningful goals and we can help you reach them. Each person's needs are truly unique and our goal is to offer you the relevant, customized wealth advice you deserve - and we can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover everything about you, all the things in your life which make up your financial DNA.
The innovative discovery tool we use will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll build a team of specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
We want all of our clients to live their best life in retirement – that's why we develop a tailored, comprehensive roadmap to help get you there. And making the shift to retirement is a big change that can feel overwhelming so we we make sure we are here for you every step of the way. Whether you're preparing to retire or ready to enjoy your retirement, we're here ready for you with the solutions you need. Check out some of our Retire Ready resources below or reach out to find out more.
Survivor Guide to Retirement
Making Marriage Happier in Retirement
Bounce Back from the Retirement Blues
Retirement is Coming - How much will you spend?
Your U.S. Retirement Plan - Bringing it home
Dream Big in Retirement
Tax & Retirement Planning Guide
Top 10 Mistakes in a Will
Downsizing in Retirement
Extra Costs of Snowbirding
Toll Free: (888) 403-3942
Fax: (705) 675-3938
Branch Office: (705) 675-5914
Branch Fax: (705) 675-3938
Economics Degree from Carleton University
United Way Ambassador
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.