Disciplined Investing to Tie It All Together

When you reach a certain level of success, and a certain degree of complexity in your financial affairs, we believe that it’s continuity that matters most - knowing that you can continue supporting your family, living the lifestyle you want, and pursuing goals without jeopardizing what you’ve worked to build.
We believe that this continuity can be achieved through a core investment management team with a planning focus. We serve as the common thread and main point of contact, drawing on advanced and customized strategies to manage your assets on an active and ongoing basis. Prioritizing risk management and investment discipline, we help:
  • Design an asset allocation and investment plan that balances your wealth priorities
  • Provide access to resources that are conventionally restricted to institutional investors
  • Enable direct ownership of securities, creating additional efficiencies and benefits
  • Accommodate specific needs, security restrictions and other investment preferences

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Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®)


When planning expertise is at the center of your wealth strategy, you can have clarity of purpose knowing that your objectives are driving the decision-making process, rather than just product recommendations or market speculation. A Core member of our team holds the Certified Financial Planner™ (CFP®) designation and is a Chartered Financial Analyst (CFA) charterholder, helping to ensure that your growth, income and preservation strategies are intimately tied to all your other wealth priorities. We work to help you:

  • Systematically uncover and address what matters to you
  • Implement a comprehensive wealth plan that coordinates the advice of multiple specialists
  • A clear and consistent investment philosophy focused on meeting your income and liquidity needs while thoughtfully pursuing growth
  • Through an accessible team and regular communication, provide ongoing financial guidance and problem-solving

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.