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From our cutting-edge technology and
world-class customer service to the breadth of our resources and
value-driven pricing, we deliver the outstanding support and
service excellence your business needs.
What Makes Us Different?
Commitment to your
business. We continue to invest in ways to excel in our
services to you, and to ensure that the needs of your firm are met.
Whether it is new technology or innovative products and solutions,
our goal is to improve our performance as we grow.
Dedication and service. Our employees provide
us with a competitive advantage, thanks to the first-class service
they offer. We want every contact you have with us to be smooth and
effortless, so we measure our performance to you through our Client
Experience Index (CEI), to ensure that we maintain this level of
excellence.
Expertise and experience. You will benefit
greatly from TD Waterhouse Institutional
Services' experience and expertise. From the depth of our service
offering to the sheer size and commitment of our support groups, we
can deliver the service excellence you expect from a name you
trust.
Size, scale, and selection. The TD Waterhouse Institutional Services team is
exclusively dedicated to servicing our clients, and is in turn
supported by the TD Waterhouse
back-office operations group — the largest in Canada. Our
size also contributes to the broad choice of products, solutions,
and services we offer.
Technology and solutions. We invest extensively
in information systems technology to continually improve service
levels and efficiency. Our commitment allows our clients to keep
pace with the rapidly changing technology within the securities
industry.
Listening to You — and Responding
We believe it is important to communicate
regularly with you — part of our role is to keep you
informed about important news, and to hear your views. We view our
communications as a conversation between partners: your firm and
TD Waterhouse Institutional Services.
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Client Experience Index
(CEI): We actively seek client feedback to plan our
activities and measure our progress. We quantify and measure
perceived quality of service and provide a forum where customers
can share concerns, ideas, and accolades.
The CEI is based on more than client satisfaction; it is also
based on client loyalty. This survey provides the means for us to
learn what we are doing right, and what we could improve on. We
conduct an annual client survey, in addition to regular polls and
focus groups.
By listening, we can make your experience as our client better.
Our goal is to achieve and maintain a service level that stands as
a model for excellence.
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Making the Most of TD Bank Financial Group Resources
As part of TD Bank Financial Group, TD Waterhouse Institutional Services is able to
provide many unique benefits to your firm, and ultimately to your
clients. The size of our parent group helps us realize economies of
scale, and attain the expertise and knowledge of a leading
financial services brokerage firm — while ensuring your
firm continues to maintain its independence.
Whether you are looking for additional support during the
transition of your business to TD
Waterhouse Institutional Services, or to provide your firm
with access to the many services we offer, we can provide the
solution.
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