Our goal is to craft
worry free wealth
management strategies
for active individuals.
Creating wealth
is a marathon,
not a sprint.
Working together to provide direction for
navigating life’s ups and downs.
What would happen if you or your partner became
disabled and could not generate an income?
What is your disability plan?
What would happen if you or your partner did not
wake up tomorrow?
What is your life plan?
Who will you need to or help to educate?
Do you have an idea about what that will cost?
What is your education plan?
How and when do you see yourself retiring?
What will you do and what will it cost you to do it?
How will you avoid outliving your money?
What is your retirement plan?
Are your parents living, and if so, will you be expected
to contribute to their support at some point? How important
is it for you to be able to intervene in the financial lives of your
children and grandchildren?
What is your family support plan?
Is there an institution or cause that you care deeply about
(church, school, charity) to which you would want to leave
a meaningful legacy?
What is your philanthropic plan?
Are you prepared to have your estate taxed away?
Will your heirs be forced to sell assets to pay their tax bill?
What is your estate and tax plan?
The answers to these
questions are found
within the 7 wealth
strategies.
1. Disability Plan*
2. Life Plan*
3. Education Plan
4. Retirement Plan
5. Family Support Plan
6. Philanthropic Plan*
7. Estate and Tax Plan*
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* Services provided in collaboration with TD specialists.
A worry free approach
to wealth
management
Helping you get to where
you want to go?
The Building Blocks of Success
YOUR FUTURE
GOALS AND DREAMS
Investment
Management
Banking and Credit
Management*
Retirement
Planning
Protecting
Your Assets*
Protecting
Your Income*
Tax
Management*
Passing on
Your Wealth*
Education
Funding
Business
Succession
Planning*
Planning
for Major
Purchases
Charitable
Giving*
Annual Review
Education and
Communication
Strategy and
Implementation
Action Plan
What is Success?
Compatibility and
Priority Assessment
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* Services provided in collaboration with TD specialists.
TD Wealth Private Investment Advice
Turnbull Wealth Management Group
2 St Clair Avenue East, 2nd Floor
Toronto, Ontario M4T 2T5
Phone: 416.307.8597
Toll Free: 1.877.707.6942
Advisors.td.com/Darrell.Turnbull
Andy Drakopoulos
Client Service Associate
Phone: 416.307.8681
Andy.Drakopoulos@td.com
About Darrell Turnbull, CFP
Investment Advisor
My focus, commitment and experience over the
last 25 years has allowed me to build a disciplined,
strategic approach to investments. An approach
that has enabled me to adapt to our ever
changing markets.
I personally take pride in researching and intimately
understanding that every client, every situation
and every journey is unique. Working with business
owners, professionals and families has allowed
me to focus on customized wealth plans to achieve
personal goals and dreams.
Darrell and his team of professionals are here
to help you develop your wealth management
strategies for the road ahead.
All insurance products and services are oered by life licensed advisors of TD Waterhouse Insurance Services Inc., a member of TD Bank Group. Turnbull Wealth
Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
All trademarks are the property of their respective owners. ® The TD logo and other trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.
Your wealth. Your future.
