The Totten Wealth Advisory Group

BMO Nesbitt Burns (Finance)
17310 Yonge Street, Unit 12
Newmarket
L3Y 7R9

Tel: (905) 830-4468
Fax: (905) 830-9538
Toll Free: 1-800-651-5952

Email: david.totten@nbpcd.com
Web: http://www.davidtotten.ca

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

Business Hours

Mon : 9-5
Tues : 9-5
Wed : 9-5
Thurs : 9-5
Fri : 9-5
Sat : requests only
Sun : requests only