Integrated Wealth Services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Investment Solutions
Every client has a unique situation that requires tailored investment advice. At The Minarik Group, we take a comprehensive approach to understanding your goals and we make sure your investments reflect that. We review various economic research to make sure your holdings are best suited for your risk profile.
Retirement Planning
We create wealth plans for our clients to provide their optimal level of income in the most tax efficient manner.
Estate Planning
Knowing and understanding the legacy you pass on can be one of the most gratifying things a person can do. We're here to help you every step of the way.
Charitable Giving
We understand it's important to many of our clients to incorporate charitable giving into their wealth and estate plan. We are committed to ensuring your philanthropic contributions are made in a tax-efficient manner.
Access to Discretionary Investing
Don is an Associate Portfolio Manager, offering an advantage to clients with The Minarik Group. We understand that people are busy and may not necessarily enjoy dealing with frequent investment decisions - having a portfolio manager allows them to take that time back. We create tax efficient portfolios with a risk-return mandate that suits you best. Having a discretionary portfolio allows for greater diversifications, better pricing on trades, and in some cases, access to new asset classes.
We understand that it takes a great deal of trust to allow us to manage your money on a discretionary basis – and we take this seriously. We understand that this is your hard-earned money, and we manage it that way. Our goal is to let you sit back, relax, not stress about the market, and enjoy what matters most to you.
Why Portfolio Management Matters
As an Associate Portfolio Manager, I act in your best interest with care, integrity, and transparency. I build lasting, one-on-one relationships with my clients and develop customized strategies that evolve with your life and financial goals. Leveraging the full capabilities of TD specialists, our comprehensive wealth planning approach allows us to:
- Build a tailored investment portfolio based on your unique objectives.
- Enhance tax efficiency across your wealth plan
- Maintain ongoing communication to track your progress and make adjustments as needed
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.1.Build Net Worth
2.Protect What Matters
3.Implement Tax-Efficient Strategies
4.Leave a Legacy
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.