The McDermott Group
We provide financial, estate planning and investment management advice and create customized wealth management solutions to affluent investors, corporate executives, retirees, and business owners. Driven by our passion to help people achieve peace of mind about their financial security, we focus on capital preservation and research. Acting as your financial compass, we provide direction, control and clarity so you know that you and your family or organization are on track to achieving your goals at every step along your journey.
What we do Total wealth management Profiling and education: In-depth discussion of financial situation, time frame, risk tolerance, goals and expectations. Investment policy statement: Selection of appropriate distribution of assets based upon individual investor profile. Strategic game plan: Total Wealth Management: specifically financial, estate and tax planning review Portfolio review: Compares performance vs. indices, vs. stated goals and measures risk-adjusted returns. Our services: Financial planning Estate planning Professional portfolio construction and monitoring Corporate executive services Business financial services Private advisory services Insurance services Equities Bond inventory Research capabilities Checkpoints Are you: Being realistic about rates of return? Being realistic about your goals? Saving enough for retirement? Saving enough for education expenses? Heavily weighted in one asset class? On track to meet your goals? Protected in the event of a tragedy? Should you: Be more aggressive or conservative? Extend your time horizon? Contribute more towards retirement? Diversify your assets? Update your wills? Split assets with your spouse? Own more or less insurance? Transparency. We prefer to be compensated as a percentage of your total assets under management to eliminate commissions, predict investing costs and eliminate conflict of interest. If you choose to pay transactional fees instead, they will always be disclosed upfront. We have no consultation fees or undisclosed costs.
Address: 145 King Street West, Suite 500, Toronto, ON M5H 1J8 Canada
Phone: +1 416 572 5541
FAX: +1 416 864 9888
