Providing Peace of Mind
Wealth Professional
Top 50 Advisors 2023
The Globe and Mail
Canada’s Top Wealth Advisors: Best in Province 2022
Wealth Professional
Top 50 Advisors 2022
The Globe and Mail
Canada’s Top Wealth Advisors 2021
Wealth Professional
Top 50 Advisors 2021
WP Awards
Award for Engagement Loyalty and Client Care 2021
Wealth Professional
Top 50 Advisors 2020
Wealth Professional
Top 50 Advisors 2019
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.
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 comprehensive financial plan in place that properly accounts for your income sources and minimizes your tax liabilities.
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.
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.
What People Say About Us
Client Testimonials
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