Working together to help you achieve what truly matters to you
10715 - 170 Street NW 2nd Floor Edmonton, AB T5P 0Y5Map
Toms & Le Wealth Management Group
Team
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8686
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Vice President
Portfolio Manager
Investment Advisor
Vice President
Portfolio Manager
Investment Advisor
How do you ensure that the product of your hard work, saving and worry is grown, preserved and available when you need it? Money is not simply dollars and cents. It represents the sum total of your life, your sacrifices, your dreams and your goals. It is hard earned and too easily spent.
The Toms Wealth Management Group was built with work and worry, hard decisions, personal sacrifices and a commitment to honesty, communication and trust. We are in this business because we believe that you deserve to be secure and enjoy the product of your hard work. We understand your needs because, we've been there and we get it.
Craig Toms, MBA, CPA, CIM Vice President, Portfolio Manager and Investment Advisor –Craig founded the Toms Wealth Management Group in 2005. He was recently awarded Merit by TD for the third consecutive year, which is a prestigious award that only 60 advisors, nationally, in the firm achieve. He is also the 2018 Chair of the National Advisory Committee for TD Wealth. Craig's credentials far exceed the standards in this industry and include an MBA from Queen's University, a chartered accounting designation (CPA) and designations as a portfolio manager, investment advisor and retirement specialist to name just a few. He is a military veteran and served as an officer in the Canadian Forces, retiring shortly after completing the inaugural tour in Afghanistan in the war on terror. Craig is husband to Kristin and father to his two children, son Mitchell and daughter Maddix. Craig enjoys hunting, fishing and football and likes to smoke and marinate meats. He recently survived buying his wife a pressure canner for Valentines' day.
*Merit: Merit rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.
As of 04/24/2018. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. they have been reviewed and approved in writing for public use.
The Toms Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.
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