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. 

Why discretionary? Click to learn more about the advantages of discretionary investing. 

Specifically:

• 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.