Our approach is built on years of experience and a deep knowledge of the challenges that face our clients. We are committed to developing a deep understanding of your financial needs, priorities and goals in order to create a personalized, comprehensive wealth plan that evolves as your life does.
You will work with our team and a core team of TD specialists with expertise in investment advice, estate and trust planning, philanthropy, business succession and tax planning.
We believe in removing emotional biases from investment decisions. We achieve this by implementing a disciplined, rules-based investment selection process that is supported by thorough research and years of rigorous testing. By aligning these strategies with individual goals, we aim to grow your wealth while reducing unnecessary risks. We manage investments for clients on a discretionary basis and charge a fee that is fair and transparent.