Calgary

Calgary Branch

Phone: (403) 299-8600
Fax: (403) 299-7984
Office Location: Suite 900 421 7th Ave SW Calgary, AB T2P 4K9

Contact Us

Dedicated To You And Your Needs

At TD Wealth, we understand that making decisions that will affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead. That's why we take a unique approach to understanding you, your family and your values. We look forward to working alongside you and your family to help you achieve your goals.

We believe in building long-lasting relationships that evolve as your needs change over time. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies, all with our personalized, client-focused service. 

Our Unique Approach To Understanding You

The distinct discovery tool we use uses The 5 Factor Personality Model to identify your main personality traits which can impact your financial and investing decisions. It will take you through some behaviour questions so you can better know yourself and how you really make decisions.

When it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

Four Wealth Pillars. One Vision.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth:  Developing effective strategies and investment solutions that align to your clients' evolving needs.

Protect What Matters:  Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it. 

Leave a legacy:  Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most.

To learn more about how behavioural finance can impact your decision making, read the articles below:

Discover Your Investing Blindspots

People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

Advisors/Teams

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.
Invest In Yourself

Careers

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

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