TD Wealth Financial Planning

IMPORTANT ACCOUNT HOLDER INFORMATION

If you have any questions about the information provided on this page, please contact your planner or your financial planning team.

These documents are in PDF format and require Adobe Acrobat Reader.



December 31, 2024	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (106 KB)
June 30, 2024	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (41 KB)
March 31, 2024	Attention: TD Wealth Financial Planning and TD Wealth Financial Planning Direct clients enrolled in a Fee-Based Account Fee Deduction Plan (41 KB)



December 31, 2023	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (168 KB)
June 30, 2023	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (129 KB)



December 31, 2022	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (203 KB)
June 30, 2022	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (53 KB)



December 31, 2021	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (63 KB)
October 1, 2021	Important information for TD Waterhouse Canada Inc. Account Holders – Account Grouping (57 KB)
June 24, 2021	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (88 KB) TD Waterhouse Canada Inc. Conflicts of Interest Statement (78 KB)
April 1, 2021	Changes coming to your TD Waterhouse Canada Inc. accounts in 2021 (43 KB)



December 31, 2020	Important Information and Reminders (58 KB)
October 30, 2020	TD Waterhouse Canada Inc. Account and Services Agreement and Disclosure Documents \| Summary of changes effective December 31, 2020 (73 KB)
July 2, 2020	Important information for TD Waterhouse Canada Inc. Account Holders (75 KB)



December 30, 2019	Summary of Updates and Reminders For your TD Wealth Financial Planning accounts Changes coming in 2020 (79 KB)
June 28, 2019	Important information for TD Waterhouse Canada Inc. Account Holders (30 KB)
April 1, 2019	Important information for TD Waterhouse Canada Inc. Account Holders – Effective: June 15, 2019 (31 KB)



December 31, 2018	Important information for TD Waterhouse Canada Inc. Account Holders (40 KB) Helping You Prepare for the 2018 Tax Season (109 KB)
July 31, 2018	Important notice regarding your TD Wealth Financial Planning Federal Life Income Fund (LIF) (681 KB) Important notice regarding your TD Wealth Financial Planning Federal Locked-in Registered Retirement Savings Plan (LRRSP) (676 KB) Important notice regarding your TD Wealth Financial Planning Federal Restricted Life Income Fund (RLIF) (683 KB) Important notice regarding your TD Wealth Financial Planning Federal Restricted Locked-in Savings Plan (RLSP) (676 KB)
July 20, 2018	Important information for TD Waterhouse Canada Inc. Account Holders (43 KB) We have made more changes that will allow you to access information about your account sooner. (106 KB)
June 4, 2018	Important notice regarding your TD Wealth Financial Planning Ontario Locked-In Retirement Account (LIRA) (255 KB) Important notice regarding your TD Wealth Financial Planning Manitoba Life Income Fund (LIF) (255 KB) Important notice regarding your TD Wealth Financial Planning Manitoba Locked-In Retirement Account (LIRA) (255 KB)
May 14, 2018	Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Income Fund (RIF) accounts (255 KB) Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Savings Plan (RSP) accounts (237 KB) Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Tax-Free Savings Accounts (TFSA) (232 KB)
April 2, 2018	Important Changes to TD Waterhouse Canada Inc. Account Holder Information Effective: April 1, 2018 (278 KB) Financial Planning Relationship Disclosure (325 KB)
January 19, 2018	Important information regarding your TD Waterhouse Retirement Income Fund (RIF) (63 KB) Important information regarding your TD Waterhouse Retirement Savings Plan (RSP) (67 KB) Important information regarding your TD Waterhouse Tax-Free Savings Account (TFSA) (64 KB)



December 29, 2017	Important Information about Leverage Risk / Important Notice for Insiders and Significant Shareholders (59 KB) Helping You Prepare for the 2017 Tax Season (49 KB)
Sept. 29, 2017	Important Changes to Financial Planning Relationship Disclosure (74 KB)
June 30, 2017	Important details concerning TD Wealth Financial Planning Account Holder Information (10.3 MB)
March 31, 2017	We are pleased to provide you with a guide to the new information on your account statement (38 KB)



December 30, 2016	Important Changes to TD Waterhouse Canada Inc. Account Holder Information (152 KB) TD Waterhouse Canada Inc. Valuable Tax Information for 2016 (1974 KB) Learn about important enhancements to your account statement effective March 31, 2017 (229 KB)
October 24, 2016	Important Information Strategic Managed Portfolio (SMP) - Quarterly Performance Report Discontinued (34 KB)
June 30, 2016	TD Wealth Financial Planning – Fund Facts (51 KB) Important details concerning TD Wealth Financial Planning Account Holder Information (69 KB)

TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.