How to take advantage of this offer:

Have an existing TD All-Inclusive Banking Plan, change your existing chequing account to a TD All-Inclusive Banking Plan, or open a new TD All-Inclusive Banking Plan with a TD Canada Trust representative at a branch on or before October 1st, 2019.

New to TD Wealth Financial Planning Clients:

Open a new TD Wealth Financial Planning account(s) after June 2nd, 2019 but no later than October 1st, 2019.

Transfer $250,000CDN or more in investable assets to your new TD Wealth Financial Planning account(s) by October 31, 2019.

Existing TD Wealth Financial Planning Clients:

Transfer a minimum of $100,000CDN with a total household value of $250,000 post transfer by October 31, 2019.

Maintain the qualifying investible assets in your new account(s) for a period of 24 months.

TD All-Inclusive Banking Plan:

  • No TD fee to use any ATM worldwide
  • Unlimited transactions including cheques, ATM deposits and withdrawals, bill payments, debit-card transactions, and Interac e-Transfer®
  • No monthly fee if you have $5,000 or more in your account at the end of each day in the month
  • Annual fee rebate on select TD Credit cards of up to $120.
  • For more account details about the TD All-Inclusive Banking Plan, please visit the TD Canada Trust website

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.
  • Learn more about TD Wealth Financial Planning
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