Skip to main content

Wells on Wealth Group

"Working together to help you achieve what truly matters to you"

_16_0205 WOW GROUP 4 BEST EDIT 33.jpg
We are redefining private wealth management.

At Wells on Wealth we believe that having an active approach towards your investments while using our 5 pillars of understanding help to empower our clients and provide greater transparency and growth in the long run. 


1. Know what you OWN
2. Know how much RISK you are taking 
3. Know what your TOTAL COSTS are including both the MER fees and Advice fees
4. Know what your PERFORMANCE has been for your given level of exposure
5. Know what the GOALS are for your money and formulate a Wealth Plan 

Our Investment philosophy is called Stripped Back Investing. It involves buying traditional stocks and bonds of large capitalization North American Companies. We avoid using ETF's and mutual funds whenever possible and limit ourselves to between 15-20 Canadian Equities and 15-20 US Equities. Our portfolio construction involves four basic components, Canadian Equity, US Equity, Canadian Fixed Income, and US Fixed Income. Each individual account is a combination of these four basic components, and many of our holdings have a history of paying strong dividends that tend to increase on a yearly basis.

We manage a family's assets from a total household level, that being the summation of all the family's individual accounts. Each individual separate account has its own unique risk parameter and the overall household risk profile is the risk weighted average of all the individual accounts. As different accounts have potentially different goals, specific risk band strategies may be applied to each unique account.

Wells on Wealth Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

Helping you achieve your vision of success

Q32018 Newsletter Banner 1s.png
Please enjoy our Quarterly Review, "CLICK" on the above image to read 3rd Quarter now.

Q22018 Newsletter Banner2.png

Please enjoy our Quarterly Review, "CLICK" on the above image to read 2nd Quarter now.

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.


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 - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from our services?