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Money Talk Life - Snowbird Migration
If you’re a snowbird, planning for a medical emergency should be up there with packing.
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Wealth For Life Advisory
Our discovery and wealth management approach is driven by what matters most to you
15388 24th Avenue Suite 208 Surrey, BC V4A 2J2Map
Helping families make smart financial decisions
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 20 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
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
Meet The Team
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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.
Wealth Considerations
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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