TD Wealth Financial Planning Direct

Is TD Wealth Financial Planning Direct right for you?

  • TD Wealth Financial Planning Direct is a service where you work remotely with a team of financial planners to build your personalized financial plan
  • Financial Planning from the comfort of your home or office
  • Available remotely with more flexible hours 8 AM – 8 PM ET, Monday to Friday to help meet your needs
  • TD Wealth Financial Planning Direct may be suitable for you if you have CDN $100,000 or more in investable assets.

Achieve what truly matters to you

No matter what you need, we're here to support you and make sure you receive a financial plan you can feel confident in.

  • Building net worth
  • Saving for a big purchase
  • Implementing tax-efficient strategies
  • Saving for retirement
  • Leaving a legacy

Work with our team of TD Wealth Financial Planners

When you make an appointment to meet one of our financial planners, you'll receive details on what to bring to your first meeting.

  • Develop your financial plan

    Your team of financial planners can recommend strategies for your goals and discuss strategies to help minimize your taxes.

  • Put your plan into action

    Ensure your asset allocation recommendation is in line with your investment timeline and risk tolerance.

  • Communicate on your terms

    Staying informed is important to having confidence in your plan, so we'll be in touch regularly to keep you updated.

  • Get access to TD expertise

    Enjoy access to exclusive thought leadership content on commentaries and market updates from TD specialists.

Discover your Wealth PersonalityTM profile.

Our in-depth discovery process uses the cutting-edge field of behavioural finance to tailor advice and communications to you.

Your questions answered

It depends on your needs.

TD Wealth Financial Planning enables you to work closely with a dedicated financial planner, in person or remotely, at a minimum investment CDN $100,000 or more.

Find your Financial Planner

TD Wealth Financial Planning Direct, on the other hand, empowers you to work with a team of financial planners remotely with more flexible hours (8 AM – 8 PM ET, Monday to Friday) with a minimum investment of CDN $100,000 or more.

Let us call you

With TD Wealth Financial Planning Direct, we can provide you with an end-to-end wealth experience delivered remotely. From opening accounts to developing a comprehensive financial plan, our team of financial planners are here to help you take charge of your financial well-being—wherever you are.

We're just a phone call away. You can call us at 1-844-989-1345 from 8 AM – 8 PM ET, Monday to Friday, and we can help you get started on a financial plan to help achieve your goals.

Developing a personalized financial plan can be done from the comfort of your home. Your team of financial planners will be right with you, from the initial discovery conversation and account set up to the development of a financial plan and ongoing touchpoints.

You'll have access to personalized financial planning from our team of financial planners. They specialize in areas of tax efficient strategies and retirement planning to help you protect the things you value at every stage of your life.

You can connect with a team of financial planners who can address any questions you might have from 8 AM to 8 PM, Monday to Friday.

TD Wealth Financial Planning Direct team uses digital tools that provide a seamless and informative experience that allow you to conduct all confidential matters remotely. Through our digital tools such as online conferencing and an interactive wealth planning platform, you will receive the same quality interaction experience with an in-person financial planner, virtually. 

More on financial planning

Find more content on this and a variety of other wealth topics

Are you ready to get started?

  • Call us

    Let us guide you towards a financial planning solution that's right for you.

    1-844-989-1345 1-844-989-1345
  • Have us call you

    Request a call from a TD representative and you'll hear from them within two business days.

We'll connect within two business days.