TD Wealth

About TD Wealth

TD Wealth offers investment services through Gosnell Galbraith Wealth Management, located on Wellington St in the downtown area of London, Ontario. The firm serves a diverse clientele, including successful executives, professionals, families, and business owners who are seeking personalized wealth plans and investment advice. The firm provides a comprehensive approach to wealth management, offering services such as investment planning, retirement planning, and estate planning. They specifically assist entrepreneurs and business owners with succession plans, exit strategies, and tax-effective strategies for both personal and business assets. Their retirement services include estimating spending and withdrawal patterns, as well as facilitating the transition from asset accumulation to asset utilization. Additionally, they offer transfer of wealth services, including assistance with wills, trusts, and executor or trustee services in collaboration with tax and legal advisors. The team is led by Senior Portfolio Manager Thomas Gosnell, a Chartered Accountant who brings over 20 years of experience in helping organizations and individuals achieve their goals. He is joined by Investment Advisor Dan Galbraith, who focuses on preserving and growing wealth through tailored solutions. The team also includes Associate Investment Advisor Iryna Accorsi, Client Service Associates Marly Yousef and Jennifer Town, as well as specialized support from an Estate Planning Advisor and a Tax and Estate Planner. The practice describes its approach as a disciplined, risk-focused planning method that utilizes economic and market research to identify opportunities and manage portfolios.