Welcome

The Boyd Wealth Management Group: Driving Results Through Discipline and Patience 

 

The Boyd Wealth Management Group is a dedicated team of professionals specializing in Portfolio Management. We are committed to providing the highest standards of integrity, excellence, innovation and trust to each of our clients and their financial lifestyle. Every client is served by our team of specialists who are focused on the client's financial goals and values, while growing and protecting their wealth for the future.

 

Our mission is to enhance the quality of our client's lives by creating and implementing customized financial strategies and managing client's investment portfolios to meet their own unique, individual goals.

 

We provide investment management founded on our three core values:

 

Discipline - Proven investment approach customized to meet your unique needs

 

Integrity - Your interests come first

 

Knowledge - Setting a higher standard of expertise

 

 

  Contact Our Team today to set up your initial meeting !

 

 

David recently had the opportunity to take part in a BNN Bloomberg Advisor panel which focused on millenial clients, Click here to watch the segment !

 

Listen to the Windsor Nesbitt Team live!

 

David Boyd has been a daily contributor to CBC Radio for the last 24 years. Need a quick market update? Listen to him Monday, Wednesday, and Friday mornings on 97.5 FM from 8:25 to 8:30 am.

 

 

You can learn more about Managed Portfolio Accounts, by clicking on the page under the " Learn More " tab at the top of the page.