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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.

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.

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    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

    Can your kids afford to inherit the family cottage?

    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

    Stashing Your Cash

    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

    Do you know someone who would benefit from our services?