TD Investment Services (US)

Many people think you need to be wealthy to get access to great financial planning and advice. Not true for TD Customers.

As a TD Customer, TD Investment Services (US) can provide you with access to goals-based advice built around your unique financial goals and objectives. Your Financial Advisor will work closely with you to create a financial plan and is a partner in your wealth journey—offering insights into the markets and guidance on investments.

How we work with you

  1. Your priorities, our expertise
    Getting to know you and your financial goals so we can create a personalized TD Wealth Plan that can help

  2. Defining your goals
    Understanding your financial goals and priorities

  3. Your TD Wealth Plan
    Working with your Financial Advisor to create a personalized financial plan

  4. Keeping you informed
    Sharing relevant market, economic and financial information in the way that meets your needs

  1. Evolving with you
    As your objectives or goals change, we will be there for you—modifying your financial plan based your updates or life's changes

  2. Getting to know the full picture
    We undertake a robust assessment to fully understand what's important to you, your family and working towards achieving your financial goals

  3. Access to advice – on your terms
    Your Financial Advisor can provide you advice and guidance digitally, in our offices, or in your home

Every journey begins with a plan

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Your Financial Advisor will help you develop a personalized TD Wealth Plan based on your financial goals, objectives and needs.

We can provide investments based on your risk appetite, timeframe and specific needs, as well as guidance on:

  • Development of your asset allocation strategy
  • Driving income
  • Growth and capital appreciation
  • Seeking to maximize after-tax benefits
  • Active and passive investment alternatives

Your TD Wealth Plan will offer a road map and investment strategy to help you meet your goals.

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Related investing and financial information

Let's start with a complimentary consultation

Schedule a financial planning meeting with a TD Wealth Financial Advisor to start planning for your future.

Need to talk to us directly? Contact us

SECURITIES AND OTHER INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT; NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY TD BANK, N.A. OR ANY OF ITS AFFILIATES; AND, MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF VALUE.

TD Investment Services (US) is an offering of TD Private Client Wealth, LLC, which is a wholly owned subsidiary of TD Bank N.A., member FDIC (TD Bank). TD Investment Services (US) provides its clients access to non-bank products and services.

Banking, investment and trust services are available through TD Bank N.A. Securities, investment advisory and brokerage products are available through TDPCW, a US Securities and Exchange Commission registered investment adviser and member FINRA/SIPC.

TD Automated Investing and TD Automated Investing Plus are digital platform offerings of TDPCW. High Net Worth and TD Investment Services (US) are fully managed account offerings available through TDPCW. Epoch Investment Partners, Inc. (Epoch) is a federally registered investment adviser that provide investment management services to TDPCW and TD Bank, N.A.

TD Bank, N.A., TDPCW, and Epoch are affiliates.

TD Wealth Management Services Inc., an insurance agency (TDWMSI), offers insurance products. TD Bank, N.A. and TDWMSI are affiliates.

TD Bank, N.A. and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.

Please read the Legal Disclaimers in conjunction with these pages.

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