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.
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Initial Discovery
Seamless Onboarding
Personalized Strategies
Proactive Reviews
There are many features of TD Privately Managed Portfolios, including:
- A dedicated one-on-one relationship with an Portfolio Manager, who will strive to understand you and your unique financial needs and goals while managing your portfolio on a discretionary basis.
- An in-depth TD Wealth discovery process aimed at understanding your unique financial circumstances.
- Portfolio Managers have access to a broad range of research and resources through TD Wealth giving them expertise when designing your portfolio.
- Accounts are subject to regular reviews to help ensure client portfolios align to the client’s Investment Policy Statement (IPS) and to the Investment Management Guidelines set for TD Privately Managed Portfolios.
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.
