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West Georgia Wealth

Working together to help you achieve what truly matters to you

Introducing West Georgia Wealth

We are a boutique wealth management team that operates within TD Wealth, part of the TD Bank Group. We believe every family has unique circumstances and take a personalized approach to develop a winning strategy based on your objectives. We also believe that goals are best achieved with a dedicated investment management process which balances risk minimization and capitalizing on market opportunities. With 50 years of combined experience in successfully managing through various market cycles, we are confident that we will continue to be a trusted advisor to our valued clients. 

The Four Pillars at TD Wealth

Click on the image below to learn more about the four pillars at TD Wealth. 

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What Makes Us Different?

While many of our competitors do not directly manage their clients' investments, we have two Portfolio Managers who do the hard work to actively manage your portfolio. This is why we almost always invest for clients on a on a discretionary basis. 

Why discretionary? Click to learn more about the advantages of discretionary investing

Specifically:

  • We do not follow indexes or focus on only the largest companies
  • We are nimble enough to participate in a variety of fixed-income opportunities
  • We attempt to balance capital preservation, personal income needs, and market opportunities to provide strong risk-adjusted returns 

Strong technical and tax background:

  • Hold some of the most coveted designations in the Canadian financial industry (FCSI, CFP, CFA)
  • Assist with financial planning and after-tax wealth creation
  • Integrate with TD specialists
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Who We Serve

In an effort to manage money effectively and to provide best-in-class service, we are very selective when it comes to determining which institutions, foundations, families, and individuals we would work with. We typically find ourselves working with investors who start with a minimum $1,000,000 of investable assets. We also welcome the opportunity to work with young professionals with complex needs who may not meet our threshold yet but we believe are on the path to success.

As we assist with your financial goals, we aim to put your family in the best position to succeed with a transparent and tax-efficient fee structure

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Our Publications

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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

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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