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As a business owner, your personal wealth plan needs to account for the equity in your business you've worked so hard to build. TD Wealth Private Client Group understands your needs and offers a holistic approach to the growth and preservation of your wealth.
With more than 150 years of experience working with business owners like you, we understand the crucial connection between your investment in your business and how it impacts your personal wealth planning.
Your local Relationship Manager can customize strategies and is your connection to a broad range of internal and external specialists who can help:
- Access credit and cash flow solutions
- Create a wealth management strategy for you and your family
- Provide guidance for creating a business succession plan
- Offer advice to help protect against the unexpected
- Explore the options available to you to offer attractive employee retirement benefits to your valued employees
- Establish a wealth transfer plan
Services for You
Services for Your Business
Generous benefits can be the key to long-term retention of your staff, and benefit plans can also offer tax savings. However, benefit plans can be confusing and sometimes the options may seem overwhelming.
You need guidance to help you determine what you can afford to offer and what plans provide the best options and solutions for your employees. Working with your local Relationship Manager, you can get recommended resources for:
- Retirement plans including defined benefit and 401(k) plans
- Employer-sponsored health insurance plans
- Profit-sharing plans, stock option plans and others
Captive insurance portfolios have unique characteristics and our Captive Specialty Practice seeks to provide preservation of capital while generating a return sufficient to support any payout requirements and operating expenses.
We specialize in providing Reg 114/Reinsurance Trusts and Investment Management for new captive formations to mature portfolios ranging from $1 million to over $180 million.
TD Wealth has a solid commitment to the captive insurance industry supported by our team of dedicated investment professionals. Depending on the needs of your captive business, our Captive Specialty Practice and its affiliates can assist you with a wide range of services to meet your unique needs.