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Markets can be unpredictable. We’re not.
Our investment team has over three decades of combined experience and manages more than $600 million dollars in assets. There’s no secret to our success, but there’s no shortcut to it, either. It is borne of hard work, exacting ethical standards and an innate drive for excellence.
We know that it takes more than experience and expertise to help clients achieve their financial objectives: it takes commitment. Day after day, year after year, we show up for our clients — striving to deliver consistent returns, finding opportunities for wealth creation, astutely managing risk and successfully navigating volatile markets.
As Portfolio Managers, we take seriously our obligation to act solely in our clients’ interest. Whether the market’s up or down, you can depend on us to act quickly and decisively to ensure that the decisions we make on your behalf are helping to move you closer to your financial goals.
Our goal is to apply investment discipline with a transparent and straightforward process to help clients feel comfortable knowing that the interest of their families is paramount in each decision we make.
As our client, you can expect to receive:
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
Supporting our deep commitment to our clients is our discovery process, which helps us — and you — learn vital information about your financial profile that traditional discovery methods can miss. Grounded in Behavioural Economics and Finance Theory, our discovery process leads off with a Five Factor Model of Personality assessment designed to flag your financial blind spots, uncover your financial biases, precisely ascertain your risk tolerance and identify personality traits that may affect how you perceive and react to information, with the ultimate goal of interrupting and course-correcting unfavorable financial decisions — before they are made. What’s more, by taking a thorough and systematic approach to discovery, we are able to ensure that your family members’ financial and lifestyle concerns and goals are heard, understood and accounted for. With this valuable information, we can do our job better, by ensuring that we are addressing both your needs and your financial personality in the advice we give to you.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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