Wells on Wealth Group

Wells on Wealth Group

We are redefining private wealth management.

Meet the Team

Our 5 Must Knows of Understanding Your Investments

The Wells on Wealth Group believes having a transparent and focused approach toward your investments is essential. Our 5 MUST KNOWS of understanding will empower you as a client:
  1. You must know what you own and have title to it.
  2. You must know what your risk level is and how to measure it.
  3. You must know your total costs and how to calculate them.
  4. You must know your performance relative to your risk.
  5. You must know your financial goals as they evolve over time.

Our Approach

Our investment philosophy is called Stripped Back Investing, which involves buying traditional stocks and bonds of large, well-known North American companies. We avoid using ETF's and mutual funds whenever possible and we limit ourselves to between 15 and 20 Canadian equities and 15 to 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.

Our Clients

We are honoured to serve a diverse group of clients. Below are some segments of clients we serve. 
 

High Net-Worth Individuals and Families

We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.

Business Owners

We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.

Professionals

Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.

Testamentary Trusts

Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.

Foundations and Non-Profit Organizations

We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.

Helping you achieve your vision of success

We own what you own, we are in this together. Your accounts will never be forgotten, you will never be segmented, because we are all equal.

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