At TD Wealth, I lead a team of investment advisors and portfolio managers that work collaboratively with high net worth individuals and families to build a unique wealth plan to help them achieve their vision of success.
A unique approach anchored in an understanding of you
Even the most savvy investors could benefit from understanding their individual wealth personality. I would be pleased to introduce you to one of our advisors to help you uncover yours. They will take you through TD Wealth's proprietary discovery process, which utilizes principles of behavioural finance theory to uncover the values behind your goals, identify your wealth priorities and then build a strategy that is rooted in all.
To learn more about how behavioural finance can impact your decision making, read the articles below:Be on Your Best Financial BehaviourA Winning PersonalityDiscover Your Investing Blind Spots
The right fit, the benefit
Once your connected with a dedicated advisor, they will build a core team of wealth planning specialists, who can contribute their expertise in everything from tax strategies and business succession planning to retirement and estate planning strategies.
At TD Wealth, we believe that high-net-worth clients are looking for investment solutions, not products. You can benefit from:
- Proactive advice and research tailored to your personal needs and goals.
- Comprehensive strategies delivered in conjunction with TD specialists who can contribute their expertise to building a wealth plan that brings the best of the TD Bank Group to you.
- Exclusive access to a broad range of investment solutions, including domestic and global equities, mutual and exchange-traded funds, fee-based and structured solutions
- A team of wealth planning specialists, who can contribute their expertise in everything from tax strategies and business succession planning to retirement and estate planning.
- Regular reviews of your customized strategy to help ensure your wealth plan evolves as you do
- Access to research and thought leadership to help you navigate the most challenging market cycles