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About Us
TL Holdings Overview
At TL Holdings, we offer a performance-based, family-owned investment fund partnered with BMO InvestorLine, all with competitively low fees. We only profit when you succeed. Our approach is transparent, giving clients full access to all trades, reports, and account management, all while we actively work with you and provide you with peace of mind. Trust BMO and TL Holdings for a rewarding investment experience.
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Investment
To invest with TL Holdings, do not hesitate to book a meeting with Joseph Townsend, Murray Townsend, or Michelle Gross, and they will set up a meeting with your local BMO branch upon preparing the necessary documents and discussing your ideal and personalized investment strategy, best tailored to your future.
Financial
TL Holdings was created to accommodate any kind of investor. Whether you are working-class or affluent, we will provide you with a unique platform to accomplish your investment goals. Our ethos is legacy, and as such, we welcome any and all who wish to grow their wealth. In line with this mission, revenue and fees will also be donated to impoverished children in Wellington County.
Wealth
For us, wealth is more than just a number. We know that the toughest times require the most careful oversight and planning. We are dedicated to offering high returns and balanced exposure so that when the market panics, you can rest at ease knowing the strength of your investment is unshakable. Ever-evolving, our proprietary trading strategies incorporate 149 years of market data for maximum long-term security.
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Portfolio
Your portfolio is the cornerstone of your financial freedom. At TL Holdings, we diversify your assets only in proven, stable industries after thorough market research. We aim to avoid drawdowns while surpassing the returns of the market. When you invest with TL Holdings, your portfolio is visible at all times, monitored by our partners at BMO, with regular updates and check-ins forming the foundation of our stellar support.
SERVICES
$5 for Charity
$5 for Charity
Contract-dependent
INVESTING IN COMMUNITY GROWTH
Our Mission
TL Holdings is an investment club based in Mount Forest, Ontario, committed to supporting small businesses and working-class families. Our goal is to provide valuable market insights and investment strategies, fostering financial empowerment through performance-based fees and transparency with BMO InvestorLine. We strive to deliver a high-return investment experience that puts our clients' needs first, ensuring trust and collaboration in all our endeavors.
Meet the Team
Our family of associates is dedicated to you as an investor and to the community at large. We look forward to working with you!
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UPCOMING EVENTS
- Quarterly Financial Review SessionTue, Dec 16InvestorHub Auditorium
- Portfolio Diversification WorkshopTue, Dec 16The Investment Workshop Centre
- Emerging Investment Strategies EveningTue, Dec 16FinGrowth Conference Room
CONTACT
Get in Touch
We're here to answer your questions and assist you with your investment journey. Contact us for more information and personalized support.