Our Process
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Disciplined process
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
2.Meet your Team
3.Initial Discovery
4.Personal Wealth Strategy Meeting
5.On Going Proactive Service
6.Regular Review Meetings
Your Wealth Management Experience
1.
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.
2.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
3.
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
4.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
5.
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.
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.
Five Factor Model of Personality
We use the Five Factor Model of Personality to chart your Wealth Personality™. This model identifies major personality traits, which can help to predict behaviours and identify underlying motivations. This model also allows us to see how you and your partner's personalities interact to influence financial and investing decisions. Here are a couple of examples of how we use this information to benefit you:
- Calm under pressure vs. Quick to react: If you tend to be calm under pressure, we will work with you to help ensure your portfolio aligns with your goals. Quick to react? We may proactively contact you in times of market volatility, and introduce you to ways you can manage risk in your wealth plan.
- In the moment vs. Self-disciplined: If you tend to live in the moment, we can introduce ways to simplify components of your wealth plan and provide annual progress reviews to track progress to goals. More self-disciplined? We can help by scheduling frequent wealth plan review with you and track progress toward achieving your goals.
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time.
