Discover Your Wealth Personality – TD Canada Trust

Your success can’t be understood with just a set of numbers. Our discovery process harnesses the cutting-edge field of behavioural finance, which our advisors use to understand your Wealth Personality and what influences your wealth decisions – including your financial blind spots.

Getting to know the full picture

Our discovery process is in-depth. Your TD Wealth
advisor doesn't just get to know your financial picture.
They apply principles of behavioural finance to dig
deeper and understand your personality, your goals,
your family, and your motivations.

With these additional layers, your TD Wealth advisor
is well equipped to provide you with guidance
when and how you want to receive it.

The TD Wealth discovery process

Our approach to discovery is comprehensive. Your TD Wealth advisor will get to know you using the following:

Your Family Tree

A deep understanding of your family's vision and values so that we can bring the best of TD to you.

Your Financial Picture

Together we'll review your financial picture to develop strategies to grow your net worth and assets.

Your Wealth Personality

A questionnaire that applies principles of behavioural finance to uncover you and your partner's wealth personality and your financial blind spots.

Your Goals for the Future

Building Net Worth

We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implement Tax-Efficient Strategies

You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protect What Matters

Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Leave a Legacy

You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

Explore how our leaders are digging deeper into behavioural finance.

Learn more

We’re ready to get started. Are you?

Find an Advisor

Meet with an advisor to uncover your wealth personality.

Find an Advisor