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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.

Please enjoy the latest release of our quarterly newsletter:

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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.

    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.

    Next-gen tech that could rock the world and your portfolio

    AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

    Is it even worth my time to submit a $2 billing code?

    Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from our services?