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:
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.