David B. Totten
Senior Vice President
The Totten Wealth Advisory Group helps clients maximize opportunities relating to succession planning, tax minimization, estate planning, trust set-up, risk management, capital preservation, philanthropy, inter-generational planning and asset protection.
What Do We Do?
The Totten Wealth Advisory Group is a team of wealth advisory professionals servicing the needs of investors in Aurora, Newmarket and the surrounding area. We work diligently to provide our clients, their families and their businesses with comprehensive wealth management strategies and solutions. Our wealth planning services range from day-to-day brokerage services to comprehensive financial planning services including retirement, estate, insurance, wealth transfer planning and succession planning for business owners. If we require expertise outside our realm of specialty, we will not hesitate to connect with a broader network of professionals such as lenders, lawyers and accountants who will offer their perspective and advice. Our consultative process enables us to develop customized solutions that help our clients achieve their life vision.
Why Do We Do It?
We strive to give our clients the peace of mind and security they deserve. We do this by educating and guiding them through the variety of financial issues that may affect their lives and their future. We assist clients by helping them identify any barriers to attaining their goals and then we develop strategies based upon our expertise to create effective solutions.
Knowing we have truly made a positive impact in the lives of our clients and their families is our reward.
Who Have We Done It For?
We service a diverse group of established clients that include; business owners, corporate executives, professionals and retirees. Many of these clients have worked hard to accumulate their wealth and are looking to transition their portfolio to the next level in wealth management. We also have experience providing specialized advice for mature clients, based on our understanding of the unique challenges of aging. Our clients recognize the value of having a team of dedicated professionals working on their behalf. They have entrusted us with helping them achieve their financial goals.
What Makes Us Different?
We believe that the one thing that is missing in most financial relationships today is the ability to co-ordinate various professionals to work and communicate together as a cohesive group. Acting as a personal Wealth Advisor to our clients, our process provides clients with access to a team of dedicated specialists that will work on their behalf to achieve their goals.
We also offer a customized approach to wealth management. We address the financial goals and unique requirements of each client through regular contact, ongoing account monitoring and review. That’s The Totten Wealth Advisory Group difference.
Why you should do business with us?
At The Totten Wealth Advisory Group, we help our clients maximize opportunities relating to succession planning, tax minimization, estate planning, trust set-up, risk management, capital preservation, philanthropy, inter-generational planning and asset protection.
We are committed to providing our clients with the highest level of wealth advisory services available. Our reputation, in the community and beyond, attests to our commitment and to our results