Skip to main content

Wealth For Life Advisory

"Our discovery and wealth management approach is driven by what matters most to you"

Team half color.jpg

 WFLA logo.jpg 
 Helping families make smart financial decisions

Green line.png

When you have considerable assets to protect and grow, navigating the wealth management landscape can seem challenging. With so many investment options, it can be hard to determine the right path to follow and the most effective strategy for meeting your financial needs.

Wealth for Life Advisory can help.

For over 30 years, we’ve been working closely with clients to help them reach their financial goals utilizing a thorough three-part process:

DISCOVER: We take the time to understand your current financial situation and priorities, from generating income and protecting your wealth to leaving a legacy and estate planning.

GUIDE: We build a personalized Wealth Plan that reflects your objectives and carefully manage your money through life’s milestones. Our aim is to become your lifelong advisor and we are committed to guiding you through your evolving life journey.

ACHIEVE: We believe that our insightful counsel, disciplined planning and effective risk management can help you become more confident in your decisions and more focused on living life to its fullest.

Our Value Offering

  • Be your lifelong advisor who acts in your best interests
  • Fully understand your financial needs and life goals
  • Create a personalized Wealth Plan based on your financial vision
  • Help you make smart financial decisions
  • Monitor and report on your portfolio on a regular basis
  • Seek out tax-efficient investments 
  • Explore estate planning opportunities 

Putting Clients First

We believe that being our best possible selves enables us to deliver exceptional experiences to our clients. Our relationships are based on honesty, professionalism and collaboration and supported by essential knowledge and resources. We strive to live responsibly – both personally and financially – and approach advising clients with care, empathy and compassion. In short, we believe that success is achieved by doing what you say you will do.

As a result, we are committed to:

- Showing respect in all interactions by being courteous, professional and listening first

- Helping our clients make better wealth management decisions by continually increasing our professional knowledge

- Helping clients and friends make informed and confident life choices that can have a positive impact on their lives

- Genuinely understanding our clients’ hopes, aspirations, and personal and financial goals

- Supporting our client service team to help them deliver exceptional client experiences

- Being honest and honorable, pursuing dreams and striving for excellence

Our Community Involvement and
Charitable Giving

Green line.png

The Wealth for Life Advisory is an engaged community supporter, providing our time and financial support to many nonprofit organizations in the Lower Mainland including:

Union Gospel Mission: an organization providing meals, education, shelter, safe and affordable housing, drug and alcohol recovery programs, and support services to those struggling with homelessness and addiction in the Metro Vancouver area.

Covenant House: Canada’s largest shelter for homeless youth with the widest range of services under one roof, including counselling, education, and healthcare. Our team has participated in an Executive Sleep-out on the street to raise funds for youth support programs.

Beach House Theatre: A theatre company that brings together community, culture, and the natural beauty of Crescent Beach to inspire and support the arts in South Surrey and White Rock.

United Way: an organization dedicated to helping "improve lives and build community by engaging individuals and mobilizing collective action."

Surrey Food Bank: a registered charity with a vision to “Grow Our Community beyond Hunger”.

Investor tools 
Green line.png

Monthly Newsletters:       Four Pillars of Investing:

Rob wells Oct.jpg  Rob wells Nov.jpg   wealth for life 4 pillars.jpg 
October                   November 


Client Investor Profile  

Establishing your investment objective and risk tolerance 

Wealth for Life advisory 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. All trademarks are the property of their respective owners.

ADDITIONAL CONTACT

Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

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.

    Meet The Team

    We're redefining private wealth management.

    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.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

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

    Monthly Perspectives - Special Autumn Edition

    Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

    Money Talk Life - Snowbird Migration

    If you’re a snowbird, planning for a medical emergency should be up there with packing.

    Money Talk Life - The good, the bad and the ugly of being a landlord

    Becoming a landlord might seem like the wild west. But, with the right know-how, renting out property can be a good way to create your own personal gold rush.

    Do you know someone who would benefit from our services?