Why Choose TD Wealth

Whether you're just starting to invest, in the midst of growing your wealth or a retiree seeking to preserve wealth and create a legacy, our plan-based approach can help you at every stage of your financial journey. Our wealth and investing solutions are designed to make banking, lending and investing easier and fully accessible to a broad range of clients like you.

At TD Wealth, it all begins with understanding your needs and creating a plan for how to get there.

Your partner at every stage of your wealth journey

Tabs Menu: to navigate this menu, use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

You can count on the stability of TD

As one of the 10 largest banks in the U.S., TD Bank offers legendary local service backed by the financial soundness and strength of a multi-billion dollar company with North American reach. In addition to banking products, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth.

Learn more about the many features of partnering with TD.

back to top

Need to talk to us directly?Contact us

Follow TD Bank

Terms of Use Privacy California Privacy Security About Us Accessibility Careers Site Map
Equal Housing Lender Bank Deposits FDIC Insured Online Advertising

Securities and other investment 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 a unit 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 bank and 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. TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch) are federally registered investment advisers that provide investment management services to TDPCW and TD Bank, N.A.

TD Bank, N.A., TDPCW, TDAM USA, 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.

©2021, TD Bank, N.A. All Rights Reserved.

Important Information

Investment Products and Insurance:
Not FDIC Insured
Not a Bank Deposit
Not Insured by any Federal Government Agency
No Bank Guarantee
May Lose Value

The information on this web site does not provide individual financial, legal, tax, trading or investment advice. Past performance is no guarantee of future results.

The content contained here should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The products and services presented here are not suitable for all investors. Particular investment or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Readers are urged to seek professional advice with respect to their specific financial, legal, tax, trading or investment matters.

This content is for informational purposes only and is not an offer or solicitation to buy or sell any security or other financial product or instrument. TD Bank and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any security, strategy, or investment product.

Forward-looking Statements: Certain content presented here may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and foreign exchange rates, equity and capital markets, and the general business environment, assuming no changes to tax or other laws or government regulation or catastrophic events. Expectations and projections about future events are inherently subject to risks and uncertainties, which may be unforeseeable and may be incorrect in the future. LS are not guarantees of future performance. Actual events could differ materially from those expressed or implied in any FLS. A number of important factors including those factors set out above can contribute to these digressions. You should avoid placing any reliance on FLS. We may not update any FLS.

Affiliates: TD Bank and its affiliates and related entities provide services only to qualified institutions and investors. This content is not an offer to any person in any jurisdiction where unlawful or unauthorized. No part of this may be reproduced in any form, or referred to in any other publication, without express written permission.

TD Identity: The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or a wholly-owned subsidiary, in Canada and/or other countries.

Investment Risks:
Investing involves risk: Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Asset allocation/diversification/rebalancing do not guarantee a profit or protect against a loss. Past performance is not a guarantee of future results.

Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, prepayment risk, and inflation risk. Corporate debt securities are subject to the risk of the issuer’s inability to meet principal and interest payments on the obligation and may also be subject to price volatility due to factors such as interest rate sensitivity, market perception of the creditworthiness of the issuer and general market liquidity. High yield, lower-rated securities are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues. Interest on municipal bonds is generally exempt from federal tax. However, some bonds may be subject to the alternative minimum tax and/or state or local taxes.

Equities may decline in value due to both real and perceived general market, economic industry conditions, and individual issuer factors.

International investing may not be suitable for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets.

Contact a TD Wealth representative for more information about specific product or service offerings. Additional information is available upon request.

No legal or tax advice: TD Bank and its affiliates and associates do not provide legal or tax advice. In accordance with I.R.S. Circular 230, any tax advice in this material is not intended or written to be used, and cannot be used, by any recipient for the avoidance of penalties under federal tax laws.

Insurance: Life insurance and long-term care insurance are medically underwritten. Do not cancel your current policy until your new policy is in force. Your actual premiums may vary from any initial quote that you receive. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which surrender charges may apply may increase with a new policy. You should consult with your tax advisors regarding your potential tax liability on surrenders.

Third-party internet sites: By clicking on a third party URL or hyperlink, you will leave tdbank.com. TD Bank and its affiliates and associates are not implying any affiliates, sponsorship, endorsement with/of the third party or that monitoring is being done by TD Bank or any of its affiliates or associates of any information contained within the web site. TD Bank is not responsible for the information contained on the third party web site or your use of or inability to use such site, nor do we guarantee their accuracy or completeness.

Business continuity plan: TD Private Client Wealth LLC (TDPCW) is committed to provide ongoing service in the event of a significant business disruption. If a major event were to hinder our ability to conduct normal business operations, our business continuity plan would enable us to resume critical business, customer service and operations at secure alternative locations within a reasonable period of time.