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
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
A risk management plan that is customized to your situation is an important aspect of any wealth
management strategy.
Retire with peace of mind
We ensure you have a proper
financial plan in place, properly planning your income sources while minimizing your taxes.
Maximize your legacy
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.
Equity
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.
Fixed Income
We carefully select our defensive positions to achieve portfolio stability, liquidity, diversification and to provide a reliable and stable source of income.
Invest with us
What People Say About Us
Client Testimonials
