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The Roscoe Wealth Advisory Group is a team of dedicated wealth specialists led by Tim Roscoe, CFP, FMA, FCSI. Tim is a Certified Financial Planner and has a 10+ year history helping clients pursue their long-term lifestyle and legacy goals using a simple, yet comprehensive financial planning approach. For many clients these long-term goals include retirement, investment ,and income planning, wealth preservation, insurance planning, reducing taxes, estate planning, business succession planning, and philanthropy.
Our mission is to be the trusted advisor for all aspects of your life. We work hard to simplify our client’s financial lives, optimize their portfolio’s, and ensure they always remain on track with the path we create. We work together with our clients, through each chapter of their lives, ensuring we are always on the same page and never falling behind. We strive to make all aspects of finance easily understandable. Our goal is your comfort!
We offer our knowledge and experience to help you achieve your potential. We will work directly with you and will partner with any of your other trusted advisors – accountants or lawyers, when required. You can always trust us to provide a disciplined, comprehensive and guided approach to your life-long, wealth management planning. We want you to feel comfortable talking to us about your dreams, as well as life changes along the way.
We are dedicated to serving our clients with integrity and are committed to the following principles:
As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance
We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading wealth management firm in TD Wealth Private Investment Advice and the Roscoe Wealth Advisory Group.
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601
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.