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Private Client Services

Our Approach

Father, son and grandson smiling The best way to help ensure your financial success

Our thorough process has helped thousands of clients reach their financial goals.

To provide effective and integrated wealth management solutions, we work closely with you and follow the thorough process illustrated below. In our experience, it is the best way to help ensure your financial success.

You can be sure that before any solutions are proposed or any recommendations are made, we will hold in-depth discussions with you. The information you share with us enables us to establish a comprehensive personal profile, analyze your needs and determine the right course of action.

Depending on your goals, we can then draw on the expertise of Private Client Services specialists in banking, estate, trust and investment planning, as well as insurance planners, philanthropic giving advisors and other TD Bank Financial Group resources.

Working together, we can tailor highly personalized financial solutions for you and your family. Should you wish, we will also coordinate our activities with those of your other advisors, such as your accountant or lawyer.

This is a dynamic and ongoing process. As we determine and implement solutions that address your goals today, our conversations continue so that we can understand and meet your evolving needs.

An illustration of the steps in our dynamic and ongoing process.

View the text version of the above circle, which illustrates our comprehensive process.

Business Succession Planning

  • Maximize the value of your business and secure your financial future.
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