What We Do

Conservative portfolio construction

We aim for sustainable, but risk-adjusted, returns that can expose our clients to less risk and volatility.

We primarily invest through:

The TD Premier Managed Program

A separately managed account that provides you with access to 20 investment managers and over 60 investment strategies covering a wide array of asset classes and investment styles.

  • Brings you access to world class professional investment managers typically only available to pension funds, foundations and institutional investors.
  • Frees you to focus on your priorities while your investments are managed by a team of top
    money managers.

The TD Cornerstone Program

An all-inclusive, fee-based account, bringing you trusted investment advice and service for one simple fee.

  • Personalized investment advice and wealth management solutions that reflect your objectives at various stages of life.
  • You participate in the planning and decision making.
  • All the benefits of working closely with experienced Investment Advisors, for a clearly-defined, all inclusive fee.


Integrated wealth service

We take an integrated approach, bringing in other TD specialists as required to develop a personalized wealth strategy. We have forged strong relationships with these teams at TD Bank Group. Our team draws on their business succession, estate planning and venture capital expertise, as well as their conduits to operating lines of credit – the lifeblood of our enterprising clients.
  • A retirement plan
  • Tax mitigation strategies
  • Business succession advice
  • Private banking solutions
  • Commercial and agricultural banking
  • Estate and trust services
  • Asset protection strategies
  • Philanthopic planning

Retirement income and total wealth planning

We collaborate closely with TD specialists as appropriate to integrate sophisticated high net worth planning into your tailored wealth strategy, to help you:
  • Manage your assets
  • Reduce your risk exposure
  • Minimize your tax liabilities
  • Maintain liquidity
  • Create and implement a forward-looking, tax-efficient estate plan, complete with will, power of attorney and trusts if needed
  • Plan for smooth business succession
  • Protect your income, assets and estate through insurance strategies
  • Access TD Private Banking services
  • Plan strategic philanthropic giving and legacy creation.