Welcome to Throssell Group Private Wealth Management
Our mission is to provide expert guidance for clients to achieve and maintain financial security through personalized and strategic financial planning.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 25 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
We've been working with David for more than 10 years. In that time, we have found David to be proactive, well informed and highly ethical in all of his dealings. He has taken the time to understand our needs and he has gone above and beyond the call of duty to make sure we are supported in our decision-making. We have recommended David to friends and others, without qualification.
Mark Cutifani – Former Chief Executive, Anglo American and current Chairman, Vale Base Metals
I’ve been working with David for a number of years and have been impressed by his thoroughness, initiative and dedication. He goes beyond standard financial planning and has helped me ensure my portfolio addresses my needs today, as well as in retirement. David is able to explain things in a way that makes sense and allows my family to make the right choice for our future. I would recommend David to anyone who needs a strong, knowledgeable, financial advisor.
Kelly Strong – Former Vice President Ontario and UK Operations, Base Metals, Vale and current Vice President Phosphates, North America, The Mosaic Company
David has been our Financial Advisor for the past 20 years. In addition to continuing to enjoy excellent service from David, I have recommended him to a number of my family and friends without hesitation who also enjoy the top-quality service he continues to provide to all of us. David’s technical know-how, integrity and trustworthiness are the qualities that make him my first choice as a Financial Advisor. As a professional accountant myself, I very much value his strategic focus on our financial portfolio. Having worked long and hard to build up our wealth, we continue to be impressed with David’s success with our portfolio, which has exceeded our expectations.
Dorothy Cayen – Retired Vice President Canada and UK Operations, Finance, Vale