Private Investment Counsel
The Benefits of Private Investment Counsel
We believe that confidence in your investments comes from knowing that you have the right strategy, the right Portfolio Manager and the right investments.
Your investment strategy must reflect your unique goals and situation. Your advisors must be proven and trusted professionals with whom you can build a strong relationship. Your portfolio must be monitored, managed and adjusted to meet your needs, as well as changing market conditions.
We help you pursue your goals by offering the following five important benefits:
- A disciplined investment process
- Integrated financial solutions
- A team approach
- Appropriate risk levels based on your situation and risk tolerance
- Effective portfolio management
Tailored portfolios, managed for you
Knowing your discretionary investments are being professionally managed for you comes with many benefits like the freedom to pursue other priorities. You will enjoy the advantage of working with a dedicated Portfolio Manager, supported by a world-class team of investment professionals. You will benefit from a disciplined investment process with effective portfolio and risk management. Your customized Investment Policy Statement will reflect your personal risk assessment and liquidity requirements.
Determining your financial goals and objectives
Before a financial strategy is developed, your Portfolio Manager will hold in-depth discussions with you and, if you wish, your family members or colleagues, and other professionals such as your accountant or lawyer. These discussions provide a thorough understanding of not just your immediate financial goals, but also your long-term aspirations.
A disciplined and thorough team-based approach
Your Portfolio Manager will work with you to develop a tailored personal profile of goals, objectives and constraints, which will be documented in your Investment Policy Statement. Once you have agreed upon a strategy, your Portfolio Manager and our team of accredited investment analysts will work together to construct a portfolio and select securities with the goal of optimizing your potential returns while maintaining a level of risk that is acceptable to and appropriate for you and your circumstances. Your Portfolio Manager will also monitor and manage the investment solutions developed for you so that they can be kept current with your changing needs.
Beyond investments – integrating your financial goals
Your Portfolio Manager can help you integrate other aspects of your financial strategy by referring you to specialists within the exceptional TD Wealth team of banking, estate planning, trust, tax and insurance professionals. Our team of specialists can work together with you through each stage of your life:
- Helping you accumulate savings to meet your goals
- Manage and preserve your wealth
- Transition your wealth from generation to generation
Through it all, your Portfolio Manager will remain your central contact, providing knowledgeable advice and guidance on your wealth.