"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."
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.
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.