TD Wealth Commitment to Accessibility and Multi-Year Accessibility Plan
This TD Wealth Commitment to Accessibility and Multi-Year Accessibility Plan (the "Plan") applies to TD Waterhouse Insurance Services Inc., TD Waterhouse Private Investment Counsel Inc. (doing business as TD Wealth Private Investment Counsel) and TD Waterhouse Canada Inc., including its divisions, TD Direct Investing (including TD Easy Trade™, which is a service of TD Direct Investing), TD Wealth Financial Planning (including TD Wealth Financial Planning Direct, which is a service of TD Wealth Financial Planning) and TD Wealth Private Investment Advice (collectively, "TD Wealth").
Commitment to Accessibility
TD Wealth is committed to ensuring that every employee and client receives equitable treatment with respect to employment and services, without discrimination, and receives accommodation in compliance with legal and regulatory requirements.
Through progressive policies, communication and training, accommodation measures and recruitment practices, TD Wealth strives to provide a fully inclusive, barrier-free environment.
TD Wealth is dedicated to creating a welcoming, fair, and inclusive environment for TD Wealth clients and employees.
Our Plan is aligned with the TD Bank Group Accessibility Policy (Canada).
Additional information is available on the Accessibility at TD: Meeting Customer Needs website.
TD Wealth Multi-year Accessibility Plan 2025-2030
TD Wealth has established this Plan which outlines our strategy to prevent and remove barriers to meeting the accessibility needs of people with disabilities. The Plan is reviewed and updated at least once every five years.
The Plan is available in an accessible format upon request.
Accessibility Policies
Diversity and inclusiveness play a big part in TD Wealth's corporate responsibility model. TD Wealth is committed to being a welcoming place for all our clients and employees. Although TD Wealth has implemented policies and processes relating to accessibility for our clients and employees, we are committed to reviewing these policies and enhancing them as circumstances evolve.
The TD Wealth Accessibility Policy (Canada) is available upon request and can be made available in an accessible format.
Communicating with people with disabilities and Accessible Formats
TD Wealth is committed to creating, providing and receiving information and communications with people with disabilities in ways that consider their disability.
TD Wealth is committed to providing clients with the choice of document format that best suits the client's needs.
Upon request, clients can receive documentation in formats designed for the visually impaired. These alternative formats include, but are not limited to, braille, large format and audio recording.
TD Wealth will record the format preference and send future documentation or communication in the format desired on a best effort basis.
Assistive Devices
TD Wealth is committed to serving people with disabilities who use assistive devices to obtain or use our products and services.
TD Wealth provides training for all employees regarding the availability of assistive devices and how they may access information about assistive technologies.
Use of service animals and support persons
People with disabilities may bring a service animal onto public TD Wealth premises. TD Wealth provides training for all employees, contractors, volunteers, and others who represent TD Wealth regarding how to interact with people with disabilities who are accompanied by a service animal.
Any person with a disability who is accompanied by a support person (e.g. sign language interpreter, attendant, etc.) will be allowed to enter TD Wealth premises that are open to the public with their support person. At no time will a person with a disability be prevented from accessing their support person while on TD Wealth premises.
In situations where TD Wealth has obligations under privacy laws or has issues of confidentiality, a support person may be requested to agree to the requirements of service just as the person with the disability does.
When support persons are required for meetings, consultations, or other events, we will work together with the person with the disability to meet their needs.
Feedback process
If you have feedback on our accessibility efforts or would like to request a copy of the Policy or the Plan, please contact us:
Mailing address: Accessibility at TD, Accessibility Office, P.O. Box 1, Toronto-Dominion Centre, Toronto, Ontario M5K 1A2
Toll-Free: 1-833-316-3554
Teletypewriter (TTY): 1-800-361-1180
Video Relay Service: 1-844-229-0787 (ASL)
Email: accessibility@td.com
Any complaints received via feedback will be reviewed and addressed in accordance with TD Wealth complaint handling protocols.
TD Wealth will continue to ensure that our process for receiving and responding to feedback is accessible to people with disabilities by providing, or arranging for the provision of, accessible formats and communication supports, upon request.
Accessible Websites and Web Content
TD Wealth will make websites and web content accessible to people with disabilities by conforming to the international standards of the World Wide Web Consortium Web Content Accessibility Guidelines (WCAG).
TD Wealth websites and web content will be compliant with the expectations and timelines under applicable legal and regulatory requirements.
Temporary disruptions
In the event of a planned or unexpected disruption in facilities or services, TD Wealth will provide information about the reason for the disruption, how long it is expected to last, and a description of any alternative facilities or services available (where applicable).
Training
TD Wealth will provide accessibility training focused on the provision of products and services to our clients.
Training will also be provided to employees involved in the development of policies, practices, and procedures regarding the provision of products and services.
Training will be provided to each person as soon as possible after they are assigned applicable duties.
