Welcome to

Providing Peace of Mind

by simplifying the wealth management experience

Raising the standard in wealth management.

We are

TWM Group

A team of independent-minded professionals, focused on Total Wealth Management.

All our processes, research and analysis aim to bring our clients the financial freedom to focus their time on what they love doing.

Awards and recognitions

The Globe and Mail

The Globe and Mail

Wealth Professional Awards

We simplify the wealth management experience for you

Build your wealth

Private portfolio management

Our Investment Committee brings together highly experienced Portfolio
Managers (CIM®) and Chartered Financial Analysts (CFA®). We build our portfolios following our disciplined and proven process.

Preserve your wealth

Complete insurance services*, including benefits and pension administration

A risk management plan that is customized to your situation is an important aspect of any wealth
management strategy.

Retire with peace of mind

Retirement cash flow planning and business succession

We ensure you have a proper
financial plan in place, properly planning your income sources while minimizing your taxes.

Maximize your legacy

Estate planning & tax minimization strategies

We put strategies in place to
maximize your estate and minimize taxes for your heirs.

Our latest video

A discussion on inflation

With the onslaught of daily headlines pointing to difficult times, we want to provide you with some information regarding inflation.

Our takeaways on the recent inflation increase?

How can Governments fund their huge debts following the crisis?

COVID-19 cases are shooting up, and, so is the stock market. What's going on?

How much influence do US Presidents have on the stock market?

Our Investment Process

Comprehensive and focused on results

Alternative Investments

In a world where interest rates are approaching 0%, portfolios composed exclusively of equities and bonds will no longer meet most investors’ return expectations. For this reason, we build our portfolios using different assets in addition to equities and bonds. Enter our Alternative investments.

Learn more


We buy high-quality companies that have a multi-year opportunity to create shareholder value. We have exhaustive equity selection criteria and a robust due diligence process for each position.

Learn more

Fixed Income

We carefully select our defensive positions to achieve portfolio stability, liquidity, diversification and to provide a reliable and stable source of income.

Learn more

What People Say About Us

Client Testimonials


COVID-19 cases are shooting up, and, so is the stock market. What's going on?

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.