Let us help you choose a path to greater financial confidence.

Welcome to TD Wealth - personalized planning and advice


Mind if we get to know you a little first?

Learning a bit about what brought you here will help us find you an advisor.

Do you have a specific goal in mind?

When you’re new to working with an advisor, setting goals and building a plan to help target them can feel overwhelming. That’s when TD Wealth Financial Planning can help.

Is your financial picture more complex?

With higher net worth and complexity comes the need for more sophisticated advice. You and your business may benefit from a more holistic strategy through TD Wealth Private Wealth Management. Let’s find out.

You’re more than just a set of numbers

Our in-depth discovery process uses the cutting-edge field of behavioural finance to understand your wealth personality.


How does it work?

  • By answering questions you’ll help us uncover your unique wealth personality
  • Together, we’ll use that understanding to tailor financial advice and communications to you

1852

Year The Bank of Toronto was founded

$245 billion1

Value of assets invested through TD Wealth Financial Planning and TD Wealth Private Wealth Management2

300,000+1

Number of Canadian households working with TD Wealth Financial Planning and TD Wealth Private Wealth Management2

2200+1

TD Wealth advisors ready to help



Back to top