Our Approach
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 our clients' evolving needs.

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

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when our 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.
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The 4 Pillars of Wealth Management

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Our Value to You

We will work closely with you to help ensure you remain on track with your goals.  Having a dedicated relationship allows you to have an Investment Advisor monitoring your progress and adjusting to life events as they happen.

When we work with you, you can expect the following from us:

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

Welcome to TD Wealth Private Investment Advice

Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help.

On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you. 

Regular Review Meetings

To ensure your wealth plan evolves as you do, we'll regularly review your priorities with you, helping you stay on track with your goals. 

Focus on Client Experience

Legendary Experience Index (LEI) is the metric TD Wealth uses to measure how clients feel about their experience and how we are doing when it comes to delivering exceptional client experiences.  We strive to exceed our clients' expectations and get a '10 out of 10' rating in the survey.