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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.
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.
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
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.
Our Publications
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.
Steve has more than 20 years of experience in advising high net worth investors. Over the past decade, he has been recognized by his former employers, National Bank Financial and HSBC, as one of their top performers by evaluating people’s personal situations and helping them achieve their goals.Steve moved to TD Wealth Private Investment Advice early in 2018 to offer to his clients helped by TD Specialists, he strives to offer a wider, more holistic scope of services, encompassing investment management, wealth planning and related tax, retirement, estate and business succession strategies. As a seasoned Portfolio Manager who holds a Chartered Professional Accountant designation, Steve endeavours to bring a very high level of professional and ethical standards to his role advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, one of the highest honours within the Canadian financial services landscape, reserved for an exclusive group of professionals who demonstrate strong leadership, integrity, commitment and dedication to their clients and the industry.
Mark has been an Investment Advisor with TD Wealth Private Investment Advice for the past half decade. He is primarily charged with performing investment research, financial planning, insurance strategies, and building relationships with affluent clients. Mark is also an integral part of the team’s investment committee, providing research and insight on investment decisions. Prior to serving affluent individuals, families and business owners, Mark worked as an audit professional for one of the Big Four accounting firms. He earned a Bachelor of Commerce degree from McGill University and holds his Certified Financial Planner (CFP®) designation. Mark holds a Chartered Financial Analyst (CFA®) designation, a globally recognized designation that attests to the competence and integrity of investment professionals who have earned the right to use it. When not in the office, Mark enjoys spending time with his family and close friends or scanning the treeline in search of his golf ball.
George has 20 years of experience serving the investment needs of affluent clients. Fluent in English, Mandarin, Cantonese and Taiwanese, George brings tremendous value to our team through his ability to serve the Asian members of our high net worth clientele, who have expressed their appreciation of the special treatment he provided them. In addition, George assists our team by executing trades, managing our administrative hub and keeping the team organized.
Cathy started her career at TD Wealth and joined the West Georgia Wealth team in summer 2020. With past work experiences at another major financial institution and a global consulting company, Cathy has developed her passion for wealth management and is committed to delivering dedicated and convenient service to clients. Her focus is assisting with client inquiries as well as ensuring the team operates at optimal level.
Graduated from Simon Fraser University with a Finance and Accounting background, Cathy is currently working towards her Chartered Financial Analyst (CFA) designation to enhance her expertise in the financial industry further.
Fluent in both English and Mandarin, Cathy is able to create tailored customer experiences to clients. In her spare time, Cathy enjoys crafting, baking sweets at home, and spending quality time with her family and her cat, Milky.
Amy is an experienced financial services professional who started her career in Investment Banking at TD Securities in downtown Toronto. Soon after, she moved to Vancouver to enjoy the natural landscape and pursue her passion for holistic wealth management. Over the past few years, she has expanded her technical expertise, polished her organizational skills, and strengthened her ability to communicate with others. In addition to providing reliable and timely administrative support, Amy is currently pursuing her Certified Financial Planner (CFP®) designation and is excited to help clients reach their financial goals. Amy was born in Ontario and holds a Bachelor of Accounting and Financial Management (BAFM) from the University of Waterloo, where she graduated on the Dean's Honours List.
Outside of work, Amy can be found recipe experimenting in her kitchen, trying to lift weights at the gym, or practicing her gel manicures. She also loves travelling abroad and exploring new destinations with her partner, Aaron.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Alice Sung
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Nairika Varza
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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.
advisors.td.com/westgeorgiawealth
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