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Toms & Le Wealth Management Group

Sound investment advice built to help weather all market conditions

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

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Toms & Le Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: 1(866) 508-8544
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8686

 

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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