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West Georgia Wealth

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

Introducing West Georgia Wealth

West Georgia Wealth is a boutique wealth management group located in Vancouver's TD Tower on West Georgia Street. With over 40 years' experience helping clients through every stage of their lives, we are in the right position to help build your personal financial office and place you at the centre as CEO.

Your Personal Financial Office

Our objective is to be at the cornerstone of your long-term financial success by building your own personal financial office with you at the centre. This involves coordinating our team’s own portfolio management and investment expertise with the advice of your own accountants, lawyers and other professionals, as well as TD specialists in:

  • Private banking,
  • Commercial banking,
  • Insurance, and
  • Tax and estate planning.

Who We Serve

We typically find ourselves working with institutions, foundations, families and individuals who appreciate the value of our advice and have more than $750,000 of investable assets or $300,000 of family income.

Please enjoy the latest release of our quarterly newsletter:

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Learn More

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West Georgia Wealth 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.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

Additional Information

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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.

    REQUEST AN APPOINTMENT

    You have questions, we 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?