Thomas Murdison
Senior Investment Advisor
Senior Portfolio Manager
CIM®
Sound investment advice built to help weather all market conditions
Phone
Office Location
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so."
Mark Twain
We have never met anyone who can predict the future, yet many in the investment industry promote this very notion as their competitive advantage. Instead, we embrace the uncertain nature of global financial markets and develop investment strategies designed to thrive in this often harsh environment.
We believe that our clients value our disciplined, patient approach that aims to grow their capital through compound returns. We embrace forward-thinking investment strategies that are modeled after the world's preeminent pension funds and are built on a foundation of robust financial planning that covers all aspects of your wealth.
As a licensed portfolio manager, I have a fiduciary duty to our clients. This is the highest legal standard of care in the investment industry. It ensures our clients receive the transparency, fair pricing, continuous oversight and service they deserve.
Contact us to discover if you could also benefit from our disciplined investment and wealth management program.
Phone
Fax
(416) 307-6680
Certificates
CIM®
Languages
English
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
*Some services offered in collaboration with TD specialists
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Capital gains and other proposals in question after government halted
Prime Minister Justin Trudeau is stepping down and all parliamentary business in Ottawa has been prorogued. How will this impact proposed tax changes including new capital gains rules? And what can Canadians do now? Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, joins Kim Parlee to discuss the situation and what it could mean for your tax planning.
Murdison Minutes 2020 Q4
PDF
Murdison Minutes 2020 Q4
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