Our Approach
The West Georgia Wealth Approach
- A commitment to excellence, with 50 years of combined experience serving high-net-worth families.
- Dedication to helping clients grow and protect their capital.
- The option of discretionary portfolio management, a hands-off approach to investing.
- Access to a full suite of wealth planning, including retirement, business succession, and tax & estate strategies.
- The enormous scale, stability and resources of the TD Bank Group.
- A competitive and transparent fee structure based on a percentage of your assets under management.
A Review of Our Models
- Diversified Income –Provides a strategic mix of 65% fixed income and 35% equities. The fixed income is comprised of conventional bonds, high yield bonds, debentures and preferred shares. The equities focus on stable long-term income primarily in the form of tax efficient dividends;
- Balanced Growth –The objective is to provide stability from fixed income revenue and with a 55% weighting to Aggressive Growth;
- High Income –70% income paying equities and 30% preferred shares/debentures for those seeking higher levels of tax efficient income;
- Aggressive Growth –Strong performer that has invested in "new economy" businesses in the past.
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.
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.
What Makes Us Different?
West Georgia Wealth is a specialized Portfolio management and Advisory group which operates within Vancouver. Our deliberate approach has allowed us to provide highly effective strategies tailored to our clients' specific investment needs.
Discretionary Based Portfolio Management
- We are agile enough to engage in a wide range of market opportunities;
- We don't own the same companies as everyone else, providing exposure different to most indexes or mutual funds;
- We have a track record of strong risk-adjusted performance.
We Have a Strong Technical and Tax Background
- Assist with financial planning and after-tax wealth creation;
- Integrate with TD specialists
One of the Largest Teams at TD Wealth
- With one of the largest investment teams at TD Wealth, we aim to put your family in the best position to succeed without the high fees associated with mutual funds, other products.
