Welcome to
Do more of what you love, less of what you don't.
Simply, with Peace of Mind.
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
Our latest video
Alternative Investments, should they be part of my portfolio?
In this short series, we will focus on Alternative Investments and go through why they have gained so much attention recently; but more importantly, the risks of not following an appropriate due diligence process before jumping in.
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?
We simplify the wealth management experience for you
Our Investment Committee
Our Investment Committee brings together highly experienced Portfolio
managers (CIM®) and Chartered Financial Analysts (CFA®). We have access to
the best research sources worldwide. Following our disciplined and proven
process, we evaluate and analyze the data to fuel all our decisions.
Total Wealth Management
Wealth management is a puzzle of many pieces, and investment is only one of them. That is why we incorporate Portfolio management, Retirement & estate planning, tax minimization strategies, Business succession planning, and cashflow planning.
Our process is straightforward
Our Portfolio Managers and our experienced administration team are easy to reach and are ready to handle all the heavy lifting for you.
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
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What People Say About Us
Client Testimonials
