Here's how to get up to $1,000.

Register for the offer by completing the form, or ask your TD Wealth Financial Planner.
Register Now

Transfer $100,000CDN or more in investable assets from another Canadian financial institution(s) to your new or existing TD Wealth Financial Planning account(s) by June 15, 2019.

Maintain the qualifying investable assets in your new or existing account(s) until September 15, 2019.

How we work with you

  • Introduction to TD Wealth Financial Planning
    Getting to know you and your financial goals and how TD Wealth Financial Planning can help.
  • Defining Your Goals
    Discussing your goals, needs and priorities as well as the managing of account opening and transfer of assets.
  • Your Financial Plan
    Creating a personalized plan with your Financial Planner and helping to put that plan in action.
  • Keeping You Informed
    Sharing relevant market and lifestyle information, and staying connected – on your terms.
  • Evolving with You
    Re-discovering what matters to you. We are only a phone call away to make adjustments to your plan and goals as your life changes.

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