Here's how right now you could get up to $5001
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 WealthFinancial 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- This offer may be changed, extended or withdrawn at any time without notice.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 WealthFinancial 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 WealthFinancial 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-endwealth experience from the comfort of your home.
Ready to connect with a TD Wealth Financial Planner?
Let a TD representative guide you toward a Financial Planner.
Have us call you
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