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Your story matters to us
Your goals are unique. That’s why our TD Wealth advisors take the time to learn what’s important to you and build a wealth plan to help achieve it.
TD Wealth: Helping You Shape Your Story
In their own words, clients tell how their TD Wealth advisors listened and provided solutions to help achieve what truly mattered.
Liz and Michael - Building a Good Life
As life and finances became more complex, their trusted TD Wealth team helped Liz and Michael move forward.
Video length: 1 min 47 s
Play VideoJessica - Advice to Live By
TD Wealth gave Jessica the support she needed to invest for the future AND enjoy life with her family now.
Video length: 1 min 35 s
Play videoJanique - A Coach by Your Side
Janique relies on financial advice from TD Wealth to help guide her through a difficult setback.
Video length: 2 min 05 s
Play videoLynn - The Gift of Planning
After Lynn lost her father, advice and support from her TD Wealth advisor helped make a difficult life experience easier.
Video length: 2 min 03 s
Play VideoKarl – More is Possible
Karl’s TD Wealth team helped to create a clear path so life after retirement could be everything he imagined.
Video length: 1 min 34 s
Play VideoRob & Robin – Living the Dream
Opening a record store was Rob and Robin’s dream and having a TD Wealth advisor to guide them made it a reality.
Video length: 1 min 34 s
Play videoPolly – Moving forward with the right financial plan
When the unthinkable happened, Polly took charge of her finances with the support of her TD Wealth advisor.
Video length: 1 min 41 s
Play videoNick and Justina – Putting finances into perspective
Business owners team up with their TD Wealth advisor to identify their family's priorities and plan for them.
Video length: 1 min 38 s
Play videoTim – Making sure Patty's legacy lives on
After a life-altering event, Tim created a lasting legacy for his wife with help from his TD Wealth advisor.
Video length: 1 min 19 s
Play videoSteve and Lee-Ann - Creating a personalized financial plan to retire early
Steve and Lee-Ann discovered new possibilities, like early retirement, with advice from their TD Wealth advisor.
Video length: 1 min 30 s
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Solutions to help you achieve success
You're at the centre of everything we do. Our aim is to help you make your financial goals a reality using wealth management strategies.
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Grow your wealth
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Explore tax-efficient strategies
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Plan for the unexpected
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Look after your loved ones
Grow your wealth
Helping you achieve your financial goals and ambitions is our objective. It’s why our TD Wealth advisors take the time to get to know you, so they can get it right. They’ll help you with:
- Defining your goals and creating a wealth plan to help reach them.
- Creating an investment portfolio based on your needs and risk tolerance.
- Evaluating other sources of income.
Explore other techniques to grow your wealth with financial planning (suitable if you have over $100,000 in investable assets). If you have over $1,000,000 in investable assets consider Private Banking or Private Wealth Management.
Ready to speak with an advisor? Request a call
Explore tax-efficient strategies
Our TD Wealth advisors stay on top of tax policies to help you take advantage of deductions. You'll get support with:
- Structuring your investments and savings to help minimize your taxes.
- Adjusting your business activities to help reduce tax exposure.
- Putting plans in place to pass on your wealth in the most tax-efficient way possible.
Discover more tax-saving strategies with financial planning (suitable if you have over $100,000 in investable assets) or Private Wealth Management (suitable if you have over $1,000,000 in investable assets).
Plan for the unexpected
You may not know the future, but you can reduce uncertainty by planning for it. Our TD Wealth advisors help you prepare for life's what-ifs. They'll guide you on:
- Developing a business succession plan for the continuity or sale of your business.
- Assessing what insurance coverage you need should you lose the ability to earn an income.
- Preparing a Power of Attorney so you can appoint someone to make financial or medical decisions for you if you cannot make them yourself.
Prepare for the unexpected with financial planning (suitable if you have over $100,000 in investable assets) or Private Wealth Management (suitable if you have over $1,000,000 in investable assets).
Look after your loved ones
Protect the financial security of loved ones by creating a well-thought-out plan. Our TD Wealth advisors will engage the right TD specialists to come up with a range of solutions to meet your needs. Some solutions may include:
- Creating an estate plan with instructions for distributing your assets.
- Engaging the right professional to draft legal documents, such as a will. With a will, your wishes are known, and settling your estate is less complicated for your loved ones.
- Giving to charity and creating the legacy you want. With the help of the Private Giving Foundation, you can support the causes you love which may have significant tax savings.
Learn more about estate and will planning
Protect your loved ones. Start with financial planning (suitable if you have over $100,000 in investable assets) or Private Wealth Management (suitable if you have over $1,000,000 in investable assets).
Are you ready to meet an advisor?
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