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.
Detailed Overview of our Offerings
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.