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Sound investment advice built to help weather all market conditions
10715 - 170 Street NW 2nd Floor Edmonton, AB T5P 0Y5Map
Offering a unique discovery process
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.
Short Intro
Detailed Overview of our Offerings
Toll Free: 1(866) 508-8544
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8686
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, we have answers. Let's have a quick chat.