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Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2Map
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.
Click on the image below to learn more about the four pillars at TD Wealth.
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:
Strong technical and tax background:
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. 
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.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, we have answers. Let's have a quick chat.
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