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You could qualify for up to $10001 when you work with a financial planner


Explore why working with our financial planners can help you discover and achieve what truly matters to you through a personalized financial plan, and find out how you could qualify for a cash award1

  • Retirement Planning

    Whether planning for an earlier retirement or enriching your retirement goals, we'll work with you to help make it possible.

  • Estate Planning

    With a plan in place, you can decide the fate of your assets and help ensure your wishes are carried out.

  • Tax Planning

    We'll share strategies to help reduce your taxable income by taking advantage of tax deductions and credits.

  • Investment Management

    We'll design a personalized financial plan based on your risk tolerance and smart tax-saving strategies.

Our approach

You've worked hard for your money, and like you, our goal is to help you continue on the path of success. As your financial needs and priorities evolve, financial planners can tap into expertise from across TD to help address your wealth management needs.

How we work with you

  1. We'll get started by taking time to understand the whole you – your goals, your motivations, what's most important to you beyond just the numbers
  2. Together we'll then create a financial plan that helps to meet your current and life goals that can adapt to your needs over time
  3. We'll put your plan in action, and continue to track progress and refine your goals when needed

Here's how you can qualify for a cash award up to $10001

By getting started with a financial planner today, you can qualify for the following cash awards: 

  1. $300 when you deposit $150,000 to $299,999

  2. $500 when you deposit $300,000 to $499,999

  3. $800 when you deposit $500,000 or more 

Qualify for a cash award in 3 easy steps

  • STEP 1

    Contact your TD Wealth Financial Planner.

    If you're new to TD Wealth, find a financial planner using our online locator.

  • STEP 2

    Make the first transfer.

    Transfer $150,000 CDN or more in investible assets to your TD Wealth Financial Planning account(s) by March 1, 2024.

    You must maintain the qualifying amount until May 1, 2024.

  • STEP 3

    Set up recurring deposits

    You may be eligible for an extra $200 cash award. Besides making your initial deposit, you must set up or increase either a Monthly Contribution Plan (MCP) or Pre-Authorized Deposit (PAD) for at least one qualifying account by March 1, 2024.

Terms and Conditions

  1. To get the cash award, you must open an eligible account and keep it in good standing with TD Wealth Financial Planning by March 1, 2024.

  2. The first deposit for MCPs and PADs must occur by March 1, 2024. The minimum setup amount must be $25 for MCP and $25 for PAD.

  3. You cannot qualify for the extra award unless you meet the criteria for the initial cash award.

  1. We may change, extend or withdraw this offer at any time without notice.

  2. You can't use this offer with any other TD Wealth Financial Planning promotions.

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