Videos
Advisor Practice Evolution | Advisor Teaming
Hear about how one team's experience with the Advisor Teaming Program helped them and their clients experience the benefits of working with a team.
Additional Videos
Steve & Lee-Ann's Story
Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Advisor Practice Evolution | Meet Giac & Albert
Listen as Giac and Albert share their story of creating and evolving their practice.
Advisor Practice Evolution | Meet Will & Jeremy
Will and Jeremy speak about their professional growth and their visions for their careers.
Advisor Practice Evolution | Succession for Advisors
See how TD Wealth supported Giac and Albert in building their transition plan, while ensuring their clients are taken care of long after they retire.
Nick & Justina's Story
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
The Vision
The Vision
With one of the most recognizable and prestigious brands in Canada, coupled with the support of a strong network connecting our TD businesses, I am confident that you and your clients can benefit from TD Wealth’s offering. Listen to our leaders share their vision for TD Wealth.
Meet Josh
Meet Josh
One of the key differentiators of TD Wealth Private Investment Advice (PIA) is the Advisor Teaming Program. Teaming allows advisors to build the team they need in order to most effectively serve the needs of their clients. Watch the video below to hear Josh’s story about how his experience with the Advisor Teaming Program helped an already successful advisor grow his practice and formalize his team while building the life he and his wife always wanted.
Meet Charles
Meet Charles
You have worked hard to build your practice and making the decision to switch firms requires a lot of thought and preparation. At TD Wealth Private Wealth Management, we are committed to attracting Canada’s top advisors and helping them take their practice to the next level. TD Wealth Private Wealth Management helps an advisor run a successful practice while still having time for his kids and personal interests. Watch video below to meet Charles.
Meet Ryan and Daniel
Meet Ryan and Daniel
One of the key differentiators of TD Private Investment Counsel (PIC) is the Teaming Program. Watch the video below to see how the Teaming Program worked for Ryan and Daniel – two Portfolio Managers with different skill sets but shared values leveraging the teaming program to serve the needs of their clients, grow their practice, and deliver tailored client experiences most effectively.
Inclusion and Diversity
Our vision is clear, to be The Better Bank, and that starts with having the best people. When you join TD, you’ll be part of a culture built on respect – one that recognizes the unique talents of everyone on the team. By engaging individuals with a wide range of experience, backgrounds, and abilities, we can discover new ways of thinking, foster a culture of inclusion, and make our business stronger
Creating a Legacy
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future
Living the Dream
For Robin and Rob, they didn't want a traditional retirement, they wanted to realize a lifelong dream. Through the help of their TD Wealth advisor, they felt supported and were able to arrange financing to open a record store. Their passion became a reality, and they now can feel confident in their financial future.
When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him. With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.
Passing the cottage to your kids? Avenues to consider
Cottage season is upon us. One thought that may be on your mind this summer is how you will eventually pass the family cottage down to your children. Anthony Okolie speaks with Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about different approaches and tax implications to keep in mind.
High rates and alternative investments: Finding opportunities in a challenging environment
Aggressive rate hikes by the U.S. Federal Reserve have been felt across all asset classes, including alternative investments. Jeff Tripp, Head of Alternative Investments at TD Asset Management, speaks with Kim Parlee about the impact and potential opportunities in a high-rate environment.
What tightening financial conditions mean for the global economy
Tightening financial conditions are raising concerns about the health of the economy, and the ability of central banks to rein in inflation in a controlled manner. Greg Bonnell speaks with Brad Simpson, Chief Wealth Strategist at TD Wealth, about the state of the global economy.
When to update your estate plan: 5 key life moments
So you’ve set up your estate plan. That’s great! But that doesn’t mean your job is done. It’s important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.
Tax season 2023: Ideas to lower your tax bill
With tax season underway, there are some deductions and credits you might want to keep in mind as you file your return for 2022. Nicole Ewing, Director of Tax and Estate Planning, TD Wealth, joins Anthony Okolie with the details.
Small business, big life: strategies for better balance
Building a business, raising a family and saving for retirement can be a lot to manage all at once. Pierre Letourneau, Business Succession Advisor, TD Wealth, speaks with Anthony Okolie about some of the things business owners might want to consider as they try to balance it all.
Marrying later: What should mature couples consider?
More couples are waiting until later to get married, with some tying the knot in their 40s and 50s when they have greater assets and lived experiences to share. In those cases, what discussions should you be having with your partner ahead of time? Anthony Okolie and Mindi Banach, Tax and Estate Planner, TD Wealth, chat about some of the topics you might want to address to help your marriage start off on the right foot.
Is globalization as we know it, gone?
The COVID-19 pandemic and rising political tensions have caused governments and companies to rethink global supply chains. This is raising questions about the future of trade. William Priest, Co-Chief Investment Officer at Epoch Investment Partners, looks at the impact of onshoring on the global landscape.
Should you say 'yes' if asked to co-sign on a loan?
If you’ve been asked by a family member or friend to co-sign on a loan or mortgage, you may wonder if you should agree to take on the role. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to discuss what to consider before signing on the dotted line.
What’s next for China as its economic recovery falters
China’s highly anticipated economic rebound was expected to help offset weakness in the global economy. But the recovery has faced its own shortfalls. Haining Zha, Portfolio Manager at TD Asset Management, looks at China’s challenges and the state of global trade.