TD Wealth: Helping You Shape Your Story

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).

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).

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).