TD Wealth: Your Priorities, Our Expertise
Discover and achieve what truly matters to you
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.
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.
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