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.
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 and John celebrated their 40th 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.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
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.
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.
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.
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.
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.
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.
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.
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