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Zoback Holford Wealth Management Group

Our discovery and wealth management approach is driven by what matters most to you

Your wealth team for life.

We are a wealth team that cares and we will strive to prove it to you day after day.

You’ve done a great job amassing capital, and we owe it to you to help you to protect and enhance it. Drawing upon our conservative approach and the expansive network of TD specialists, we help you to protect and grow your assets by focusing on risk minimization and downside protection. 

With our combined financial experience of over 50 years, we’ve learned that most investors value two major themes: 

  1. Preservation of Capital is more important than the pursuit of gain, and
  2. Clients are generally not as brave as some advisors think they are.
In short, we can help you live more comfortably today, and enjoy greater success over the long term by designing conservative, disciplined and structured wealth strategies that are designed to be simple to understand and follow.

Advising individuals and families, business owners with holding companies, doctors, dentists, corporations and charities across Canada with significant assets, we have the sophistication to address many of the wide-ranging or complex needs you may have.

We understand and honour our responsibility to place our clients’ interests first. This – and our focus on capital conservation – helps us to build long-term relationships that we truly value with our clients. 


The service touch points you can expect

Cross.png  We aim to deliver the best products, the best personalized services and the best value.

phone.png  Our entire team is committed to answering your phone calls in person and being responsive and available.

paper plane.png   You can expect to receive financial information and timely insights on points of personal interest.



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Guiding you through the four Wealth Pillars: 

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Your Private Wealth Management Experience

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Initial discovery meeting
To learn more about you, your values and your wealth priorities

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Personal wealth strategy meeting
To explore your customized wealth strategy

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Welcome to Private Wealth Management
A step-by-step process to bring you onboard, transfer your funds and structure your portfolio

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Meet your team
You will be introduced to your wealth team who can help create and implement your wealth strategy

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Ongoing proactive service
To provide curated insights and updates

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Regular review meetings
To discuss your progress towards your financial goals as your needs evolve


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Zoback Holford Wealth Management Group 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: (403) 503-4488
Branch Fax: (403) 299-8639

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

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.

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