Your wealth management needs are complex, evolving, and unique to you. With over 65 years of combined experience, Todd & Associates Private Wealth Management offers a sophisticated and client-centered approach to the superior wealth management services you require.
Our team is dedicated to providing first-rate service as we work with you to develop a personalized plan tailored to meet your wealth accumulation and wealth protection needs.
We also work with experts in the key areas of retirement, tax and estate strategies, insurance, lending and business succession planning.
Work with us for industry-leading expertise, exceptional service, and a personalized plan designed to achieve all of your financial goals.
High net-worth individuals and families have unique needs that require comprehensive financial planning. Behind our team you’ll find the strength of one of Canada’s most respected financial corporations with experienced and qualified experts we can involve when required.
We offer a full line of financial products and services:
Tax-efficient investments.* Investment loans. Tax & estate planning. Insurance planning. Brokerage services.* Managed asset investment programs.* Philanthropic planning.
* Preferred pricing available for households with $500,000 or more in investment assets.