Bench Wealth Management
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
High Net-Worth Individuals and Families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Testamentary Trusts
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
Foundations and Non-Profit Organizations
We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.