Zoback Holford Wealth Management Group
Our discovery and wealth management approach is driven by what matters most to you
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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:
- Preservation of Capital is more important than the pursuit of gain, and
- Clients are generally not as brave as some advisors think they are.
Our discovery and wealth management approach is driven by what matters most to you
Your wealth team for life.
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.
Your Private Wealth Management Experience
A step-by-step process to bring you onboard, transfer your funds and structure your portfolio
Our Process
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
Passive Investment Income
Earning passive investment income inside your company? Click for what you need to know.
Insured Retirement Strategy (Corporate)
Have a Corporation? Click to see if our Insured Retirement Strategy might be right for you.
Making an impact on our community
We enjoy spending time with happy, successful, likeminded people and supporting the causes that are important to them while doing great things for our community.