Charlottetown

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities. A steward, if you will, who leaves nothing to chance. Someone with an intricate understanding of your needs and objectives.

Tailored Investment Strategies
Entrusting us with your financial affairs is a responsibility we don't take lightly. Our investment professionals ensure your wealth strategy is aligned to your life stages. We will connect you with an Investment Advisor that is right for you – they will deliver well-planned, personalized solutions that simplify the complexities of wealth and ensure the right specialists are around you each step of the way.

Sophisticated Banking
Through TD Wealth Private Banking we provide banking at your convenience - delivering proactive bespoke banking and credit solutions. Your dedicated Private Banker is ready to service your unique, and potentially more complex, needs. Enjoy  priority credit approvals  and expedited cross-border banking.

Private Trust
By engaging TD specialists, we can help you take steps today to transfer, preserve and manage your wealth for future generations. It's been a lifetime in the making. So now you deserve nothing less than specialized services to help you preserve your wealth and leave a meaningful legacy. From succession planning to gifting and philanthropy, we'll help you transfer your wealth to those that matter most to you.

Access To Accredited Specialists
You'll have access to knowledgeable team of planning specialists who can help you with strategies to grow and transition your wealth. TD specialists provide wealth planning services, tax mitigation strategies, estate planning and business succession planning.

Leading Philanthropic Services
TD specialists will work with families and their foundations to invest in a way that reflects their values to maximize social impact. We provide high-quality investment management services and have expertise in managing foundation funds. Our advisory services act as a resource to keep foundations informed about trends in the charitable landscape.

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business.Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

The innovative discovery tool we use will take you through some behaviour questions so you can better know yourself and how you really make decisions. And 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.

Our Process

1. Initial discovery meeting: to learn more about you, your values and your wealth priorities
2. Personal wealth strategy meeting: to explore your customized wealth strategy
3. Welcome to private wealth management: A step by step process to bring you onboard, transfer your funds, and structure your portfolio
4. Meet your team: you will be introduced to your wealth team who can help create and implement your wealth strategy
5. Ongoing proactive service: to provide curated insights and updates
6. Regular review meetings: to discuss your progress towards your financial goals as your needs evolve