Get in touch with us

Here's how right now you could get up to $5001

STEP 1

Contact your TD Wealth Financial Planner to get started.

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

STEP 2

Initial Transfer Award

Transfer $150,000 CDN or more in investable assets to your TD Wealth Financial Planning account(s) by January 31, 2021.

Maintain the qualifying assets in the account(s) until May 1, 2021.

STEP 3

Ongoing Transfer Award

If you've qualified for the initial Transfer Award you may qualify for an additional $100 if you set up or increase at least one Monthly Contribution Plan ("MCP") or Pre-Authorized Debit ("PAD") in at least one Qualifying Account by January 31, 2021.


Cash Award Details

TD Wealth Financial Planning will make the following award when you transfer in assets of:

  • $150,000 to $299,999, $200
  • $300,000 to $499,999, $300
  • $500,000 or more, $400

In addition, if you qualify for the above tiered cash award, you could get an extra $100 when you set up or increase at least one MCP or PAD in at least one qualifying account by January 31, 2021.

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 January 31, 2021
  • The first deposit for MCPs and PADs must occur by January 31, 2021. The minimum set up amount must be $25 for MCP and $100 for PAD.
  • 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  • This offer may be changed, extended or withdrawn at any time without notice.
  • This offer cannot be used in conjunction with any other TD Wealth Financial Planning offer.

How we work with you

  • Your priorities. Our expertise.
    Getting to know you and your financial goals and how TD Wealth Financial Planning can help.
  • Defining Your Goals
    Understanding 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 Financial Planner 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.
  • Financial planning. Now remote
    A TD Wealth Financial Planner can easily and remotely provide you with an enhanced end-to-end wealth experience from the comfort of your home.


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