Associate Investment Advisor at The Bury Loveys Wealth Management Group of TD Wealth Private Investment Advice - Markham, Ontario, Canada
Financial security comes from being prepared and having a plan to help you reach your goals. The Bury Loveys Wealth Management Group is committed to understanding your objectives and works closely with you to establish a plan. We know investment portfolios are profoundly important to our clients, not only help them achieve their personal financial objectives but also help them fulfill and sustain their life aspirations and passions.Having access to a comprehensive suite of wealth management products, services and strategies enables us to focus on looking after your financial future. Our clients include business owners, corporate executives, and retirees all of which require various financial expertises. As such we work with a wide range of professionals and TD specialist including estate planning advisors, lawyers and tax planners to help you meet your needs.Exceptional client experiences and wealth preservation strategies are the foundation of The Bury Loveys Wealth Management Group. We believe our clients value our advice and expertise to help them through life events such as retirement, selling a business, divorce, losing a spouse, inheriting a lump sum of money or passing on an estate. We will work with you to create a plan tailored to your situation and needs to help you achieve your goals. The Bury Loveys Wealth Management Group consists of Warren Bury, Vice President, Investment Advisor and Craig Loveys, Vice President, Investment Advisor. The Bury Loveys Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.