TD Wealth › Financial Planning

Financial Planning

Your TD Wealth Financial Planner can work
with you on an ongoing basis to understand
your unique needs and help you plan for your
future. Your Financial Planner will take the time
to get to know who you are in order to create a
customized plan balancing your financial goals
for today with your vision for the future.

You will receive a comprehensive, personalized
financial plan as well as help building a
diversified portfolio made up primarily of TD
funds, designed to meet your goals by
spreading risk, reducing volatility and
enhancing the potential for solid long-term

TD Wealth Financial Planning is right for you if you:

  • Have $100,000 to $750,000 in cash and/or investments, and
  • Want to work with someone who understands and can address your unique needs when it comes to planning for your future

Find a TD Wealth Financial Planner


Image of historical Dominion Bank building
You can turn to TD Wealth to discover what matters to you. Whether you are just starting to save and invest or have wide-ranging and complex financial needs, TD Wealth will design a plan to help you reach your goals.
Uncover what drives your decisions

TD Wealth advisors apply principles of behavioral finance to get a better understanding of what drives your financial decisions – so they are better equipped to develop strategies for you.

Ready to contact us?

Call 1-800-577-9594 or find a
Wealth Advisor in your area.

Please enter a valid postal code.
or search for an advisor 
The advisor name entered must contain letters only.
The advisor name requires a minimum of 2 letters.
Please enter a valid postal code OR an advisor name.

More search options

Infographic illustrates that we help you reach your goals through understanding, confirmation, determining solutions, presenting solutions, implementing solutions, and ongoing management and review

Our approach to developing your financial plan

Using our six-step process, your TD Wealth Financial Planner can create a financial plan that helps to address your unique needs and plan for your future.

Over time, your needs and goals are likely to change.

Your TD Wealth Financial Planner will review your plan with you regularly and identify strategies and solutions to help meet your evolving needs.

Your Financial Planner also has access to the support of specialists within TD to help plan for the future you want for yourself and your family.

Find a TD Wealth Financial Planner

Infographic illustrates the evolving needs of a client including banking and credit management, retirement planning, asset protection, income protection, tax management, passing on of wealth, education funding, business succession planning, planning for major purchases, charitable giving, and investment strategies