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Wells on Wealth Group

Working together to help you achieve what truly matters to you

(780) 448-8945Telephone number
10088 - 102nd Avenue Suite 2305, TD Tower Edmonton, AB T5J 2Z1Map

10088 - 102nd Avenue
Suite 2305, TD Tower,Edmonton,ABT5J 2Z1

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We are redefining private wealth management.

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ADDITIONAL CONTACT

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

Helping you achieve your vision of success

Please CLICK above to enjoy the Wells on Wealth Group Q1 Quarterly Review.

Meet The Team

John H. Wells

Vice President
Portfolio Manager
Investment Advisor

Bryan Wells

Investment Advisor

Cindi North

Assistant Investment Advisor

Laurence Mah

Client Service Associate

Ellen Wells

Administrative Associate

John H. Wells

Vice President
Portfolio Manager
Investment Advisor

(780) 448-8945
Email Me

John H. Wells

John Highley Wells has been active in the financial services industry in numerous capacities for soon to be 45 years and shows no signs of slowing down: his CV is testimony to his accomplishments in the field. As a Portfolio Manager for TD Wealth Private Investment Advice for the past ten years John has stood behind his fundamental investment philosophy by investing his client’s assets right alongside his and his family’s. You own what he and his family own. John has always been and continues to be a systematic, daily reader of market information and opinions, which he accumulates and interprets to make sound investment decisions. Working with the Wells on Wealth Group affords John the opportunity to mentor the team and share his extensive knowledge and experience.

Bryan Wells

Investment Advisor

Email Me

Cindi North

Assistant Investment Advisor

(780) 448-8362
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Cindi North

Cindi began her career in the financial services industry working in compliance of personal credit at TD Canada Trust. From there, she switched focus to the investment side of the industry and transitioned to full service brokerage with TD Wealth. Cindi earned a national service recognition award from TD Wealth in 2016 in addition to consistently adding to her long list of credentials in the industry. She is passionate about working with families regarding their financial planning to assist in enriching their lives and looking after their loved ones.

In her spare time, Cindi enjoys spending time with friends and family, puttering about the kitchen making tried and true favorites and coming up with delicious new dishes.

Laurence Mah

Client Service Associate

946486

(780) 415-3311
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Laurence Mah

Laurence joined the Wells on Wealth Group in 2017 bringing with him his unique and personalized client-centered service experience he honed from the beginning of his career with TD Canada Trust in 2004 as a banker. Laurence’s extensive in-depth experience of client banking and wealth management needs is a true asset to the team. He assists clients to understand how we've selected their investments to meet their current and future goals and objectives and to convey and clarify our fundamental investment philosophy.

Laurence can usually be found being active winter or summer: his competitive nature makes him a sports enthusiast. His wife and family enjoy boating, hiking, quadding, snowmobiling, motor biking and fishing at their cabin in Athabasca. If he's not in the office, Laurence is spending time traveling the world looking for the next body of water and beach to relax on.

Ellen Wells

Administrative Associate

(780) 415-3311
Email Me

Ellen Wells

Ellen and John celebrated their 40^th wedding anniversary in July 2018 and have been working together at TD for about ten years. She has been at John’s side through several market rides as they’ve presented over the decades, and is always amazed at the extensive knowledge, prowess and ability John has shown to work through anything that has come up in his clients’ best interests. Previously, Ellen spent a few decades teaching elementary and junior high school students, first for The County of Strathcona before having and raising their two children, and later high school English for E.P.S.B., ending her career in 2005 to attend to family matters. She enjoys working with The Wells on Wealth Group on a part time basis in the capacity of Marketing Assistant, chief organizer and editor.

Ellen is fond of many things in life: sharing family and friend time, being Gran-e to three adorable grandchildren whom she wholly loves and spending much time with her mother who has lived with her and John for over a year. As well, Ellen relishes in reading as many books as possible, purchasing yet more books to add to her huge stack, cooking, eating and sharing delicious, nutritious foods, keeping physically active by walking daily, taking NIA dance classes weekly, and now, visiting the gym three times per week with John to develop and maintain strength, coordination and balance.

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

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

Banking & Credit Management

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Investment Secured Credit

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Retirement is coming - How much will you withdraw? Will you have enough?

Registered Retirement Income Fund

Registered Retirement Savings Plan

The Tax-Free Savings Account

Retiring Allowance

Understanding In-trust Accounts

Your U.S. retirement plan

Estate Planning with a Henson Trust | Coordinating with disability support payments Introduction One of the primary concerns for families with a disabled individual is to provide whatever financial support they can without having an adverse impact on government benefits the individual is receiving. There are a few tools that can be used to accomplish this goal, one of which is known as a Henson Trust. This type of trust can be set up as a testamentary trust (established under the Will of a deceased person) or an inter vivos trust (established by a living person). Therefore, it can be set up for the individual when the person who settled the trust passes away, or is still alive. The trust gets its name from a 1987 Ontario court case where the will of Leonard Henson was challenged by the Ministry of Community and Social Services. In that case, Mr. Henson created a trust for his disabled daughter Audra. He gave the trustees absolute discretion to withhold or spend both the trust capital and income on Audra’s behalf. Audra did not receive any legal claim to the funds. The intention behind structuring the trust this way was to deter a claw back of Audra’s Ontario Disability Support Program benefits. The Ministry argued that the trust assets were Audra’s, but Ontario Court of Appeal did not concur with the Ministry’s argument. Unfortunately, by the time the Appeal Court rendered judgment, Audra had passed away. However the case had a ripple effect across the country, which beneficially affected other parents and children like the Hensons. Estate Planning with a Henson Trust

Protecting your assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Strategic Uses of the Capital Dividend Account

The Boomerang Bind

Special Families: Planning for your Child with a Disability

The Facts of Life Insurance

The Role of Life Insurance in Protecting Your Assets

Family Income Splitting Basics

Identical Properties

Provincial/Territorial Probate Fees

Return of Capital

Strategies to Minimize Probate Fees

Superficial Loss

U.S. Federal Estate Tax

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

TFSA FAQs

Identity Crisis: Does the IRS Think You're an American?

Major Canadian Tax Deadlines and Date

Personal Tax Rates and Credits

Tax Planning for Business Owners: 2017-18

Tax Planning for Individuals: 2017-2018

The Principal Residence Exemption

Four new tax rules for fiscal 2017

Divorce and Taxes

the New Top 10 Tax Checklist

Top 10 Tax Issues facing U.S. Citizens living in Canada

U.S. May Impose Tax and Penalties on Certain Holders of Canadian Mutual Funds and ETFs

Claiming Losses on Worthless Shares

Top 10 Tax Issues facing U.S. Citizens living in Canada

Tax Loss Selling

Taxation of Employee Stock Option Benefits

Passing on your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Estate Planning Basics

Can Your Kids Afford to Inherit the Family Cottage?

Tax Treatment of RIFs upon Death

Rich Kid, Poor Kid, Successful Kid

Life Insurance as an estate planning tool

Structuring an Estate Freeze

Estate Planning for Families with Dependants with Disabilities

Multiple Wills - Probate Savings Strategy

Taxation on the Death of an RRSP Plan Holder

Treatment of RRIFs upon Death

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Continuing education Using the Lifelong Learning Plan to advance your education

Establishing an educational path Setting up an RESP

Determining what an RESP beneficiary receives

Business Succession Planning

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Business Succession Planning – Your Future Depends on It

Maximizing the Value of Your Business

Selling Your Business-The Sale Process

The Family Bargain

Business Valuation: How a Potential Buyer Will Value Your Business

Family Business Succession Considerations

Shareholders’ Agreement

The Lifetime Capital Gains Exemption for your Private Company Shares

Planning for Major Purchases

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Recreational Property Market vs. Housing

Millennials & House Prices

U.S. Real Estate: The basics of buying, selling and renting

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Digging Deep: Understanding why, where and how much you should give to charity

Corporations and Charitable Giving: What Strategies Work for You?

REQUEST AN APPOINTMENT

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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.

advisors.td.com/wellsonwealthgroup

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

Link

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

Link

TD Economics

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

Link

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

PDF Download

Current Perspectives

Trumps, Tariffs and Trade Wars.

PDF Download

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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Contact Wells on Wealth Group

(780) 448-8945Telephone number
10088 - 102nd Avenue
Suite 2305, TD Tower
Edmonton AB T5J 2Z1 Map

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