TD Wealth: Your Priorities, Our Expertise

Discover and achieve what truly matters to you

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Benefit from the experience of a TD Wealth advisor who will work with you to determine your Wealth PersonalityTM profile and create a personalized wealth plan and wealth strategies. This plan can help you build your net worth, offer tax strategies and solutions, protect what matters, or guide you in planning your legacy.

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We see the whole you

When you have a holistic plan and strategies in place, you can feel good about living your best life as you grow and protect your wealth, comfortable in the knowledge that you'll also be able to transfer it when the time is right. We can help with:

  • Retirement planning
  • Investment strategies
  • Will and estate planning
  • Tax solutions and strategies
  • Succession planning for Business Owners

Income splitting may lower a family's overall tax burden by shifting income to a spouse (or other family member), where permitted, so the income is subject to a lower marginal tax rate

A RESP is an account registered with the Government of Canada to help you save for a child’s post-secondary education with additional government grants and bonds available to maximize your savings. All you need is your child’s Social Insurance Number (SIN) to get started.

Credit strategies provide clients with exposure to certain credit sectors and may be appropriate for investors who are willing to take credit risk.

Financial Planning

Whether your needs are simple or complex, a TD Wealth advisor can help you create a personalized financial plan that:

  • Can enhance your confidence in your ability to achieve your goals
  • Takes into consideration what is most important to you
  • Maximizes savings through investment and tax strategies

Private Wealth Management

TD Wealth advisors can work with other specialists (e.g. your lawyer or accountant) to create a personalized wealth plan with solutions including:

  • Investment wealth management strategies
  • Retirement, estate, and succession planning
  • Charitable giving, inheritance, and trust fund advice
  • Risk management strategies to protect you and your family

Private Banking

Get support and tailored solutions from a dedicated private banker for your sophisticated personal and/or business needs, plus access to:

  • Versatile deposit and cash management services
  • Proactive advice on complex credit strategies
  • Full-service management of day-to-day transactions

Will and Estate Planning

Transfer your wealth tax-efficiently and according to your wishes with an estate plan. Our advisors work with your family and, when required, tax and legal advisors, to answer questions about:

  • Wills, trusts, and estates
  • Executor and trustee services
  • Strategies to balance your priorities and charitable goals

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