Your Financial Picture
Together we'll review your financial picture to develop strategies to help grow your net worth and assets.
Planning for the Future
Transfer of Wealth
We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.
Will and Estate Planning
TD Wealth specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals
Retirees/Pre-retirees
When you think about your retirement, what do you see for yourself? Do you see yourself traveling the world? Relaxing in nature up at your family cottage? Volunteering for a charity or organization you hold dear? Whatever your vision for retirement may be, we can help you plan for it.
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.
How We Can Help
Estate and Will planning can be a complicated topic to discuss. Supported by a team of specialists, we can help you with a variety of services to make your future more certain. Some of those services include:
Wills
A will is a legal document detailing who gets your assets, custody of minor children and who you've appointed to carry out your wishes.
Power of Attorney (POA)
A POA is a binding document giving a corporation or someone the legal right to make financial and/or medical decisions on your behalf.
Trusts
A trust is a legal arrangement appointing a trustee to manage assets on behalf of beneficiaries.
Business Succession Planning
A business succession plan is a strategy for passing control or ownership of your business to someone else.
Charitable Giving
Charitable giving is donating to a cause you believe in, and you can use your estate plan to help fulfill your philanthropic goals.
Executor Services
Executor services, offered by TD Wealth Private Trust, can help in carrying out someone's final wishes as described in their will.
Interesting articles to explore
Things to consider if you are expecting an inheritance
Getting an inheritance? Don't be caught off guard. Find out how you can prepare for it.
Reasons why you shouldn't put off writing a will
Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.
Passing on your wealth
Review 9 practical steps to start making your estate plan.
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.
