Contact your TD Wealth Financial Planner

Or, if you are new to TD Wealth, find a Financial Planner near you through our online locator

Initial Transfer Award

Transfer $100,000 CDN or more in investable assets to your TD Wealth Financial Planning account(s) by March 31, 2020. Maintain the Qualifying Assets in the account(s) until June 30, 2020.

Ongoing Transfer Award

If you've qualified for the Initial Transfer Award you can qualify for an additional $100 if you set up or increase at least one Monthly Contribution Plan ("MCP") or Pre-Authorized Debit ("PAD")1 in at least one Qualifying Account by March 31, 2020.

Initial Transfer Award

TD Wealth Financial Planning will make the following award when you have met the eligibility requirements and transfer in assets of:

  • $100,000 to $249,999 to get $200
  • $250,000 to $499,999 to get $500
  • $500,000 or more to get $1,000

    Ongoing Transfer Award

    If you've qualified for the initial transfer award, then you can set up or increase a qualified ongoing transfer plan ("MCP" or "PAD") to get an additional $100.

Ready for your Cash Award?

See our full terms and conditions, which include:

  • The qualifying new account(s) must be open at the time the Cash Award is deposited and be in good standing with TD Wealth Financial Planning to receive the Award by August 31, 2020.
  • The first deposit for MCPs and PADs must occur by March 31, 2020. You are not able to qualify for the Ongoing Transfer Award unless you qualify for the Initial Transfer Award.
  • This offer may be changed, extended or withdrawn at any time without notice.
  • The minimum set up amount must be $25 for MCP and $100 for PAD.
  • This offer cannot be used in conjunction with any other offer.

How we work with you

  • Introduction to TD Wealth Financial Planning
    Getting to know you and your financial goals and how TD Wealth Financial Planning can help.
  • Defining Your Goals
    Discussing your goals, needs and priorities as well as the managing of account opening and transfer of assets.
  • Your Financial Plan
    Creating a personalized plan with your Financial Planner and helping to put that plan in action.
  • Keeping You Informed
    Sharing relevant market and lifestyle information and staying connected – on your terms.
  • Evolving with You
    Re-discovering what matters to you. We are only a phone call away to make adjustments to your plan and goals as your life changes.
  • Getting to know the full picture
    Our discovery process is in-depth. Your TD Wealth advisor doesn't just get to know your financial picture. They apply principles of behavioural finance to dig deeper and understand your personality, your goals, your family, and your motivations.

Other Offer

Direct Investing Offer

Get up to $1000 with TD Direct Investing. Conditions apply. Offer ends February 29, 2020.
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