Toms & Le Wealth Management Group

What We Do

We are Craig Toms and Dao Le, Senior Portfolio Managers and Senior Investment Advisors with TD Wealth Private Investment Advice in Edmonton, Alberta. We believe that your personal and family requirements should drive your wealth management strategy. We approach every situation with an open mind to help us best understand our clients’ needs, ambitions, and tolerance for risk.

Our process is built on five key steps: discovery, analysis, strategy, implementation, and ongoing review. We focus on developing a strategy that is unique to you and your needs, whether that’s building your net worth, generating cash-flow to meet your spending needs, minimizing tax liabilities, leaving a legacy for your loved ones, or transitioning your business.

Our aim is to be the go-to advisor for our clients. We take the time to understand you and develop unique solutions, so that you can spend your time enjoying your wealth. When people put their trust in us, it’s a privilege – and we work hard every day to continue earning it.

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.

Helping you achieve your vision of success

Empower Your Financial Future

Have questions about your financial future? Hear from Dao Le and Craig Toms about Passing on the Family Business, The Importance of a Wealth Plan, 7 Giving Tips and Stepping Into Retirement.

Passing on the Family Business

As a business owner and entrepreneur, you've likely become adept at navigating through the challenges of owning your own business. But when it comes to selling that business, there are several factors you may want to consider.

The Importance of a Wealth Plan

We all have financial questions at one point or another. Are my finances in good shape?...Will I have enough money for retirement? Whatever your personal situation is, it can be important to have a plan.

7 Giving Tips

If you are thinking about how to make an impact, consider these seven steps for building a philanthropic plan. 

Stepping Into Retirement

For many, a happy retirement is the ultimate life goal—a time to do all the things you've always wanted. Yet, the excitement of this new chapter can bring a touch of anxiety and hesitation because, let's face it, retirement is a significant life change. I’m here to support you through every step of the way; big or small.