Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Tailored Solutions
What We Do
Our approach is simple: we prioritize your goals and values to create customized wealth solutions for your unique journey. Through TD Wealth’s extensive network, we provide a comprehensive suite of services, including:
- Strategies to help protect your assets and grow your wealth.
- Navigating tax-efficient and estate strategies.
- Helping you fund education, plan retirement, and achieve your dreams in Canada and beyond.
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future. What to expect when working with us:Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Advanced Strategies for High-Net-Worth and Ultra-High Net Worth Clients
We provide advanced strategies tailored for High Net Worth and Ultra High Net Word clients, helping them preserve wealth, optimize complex financial structures, and secure long-term legacies.
Women and Investing
Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.
Advanced Tax Strategies
Just as your ambitions are uniquely your own, so too is your tax situation. No single tax strategy will fit all scenarios. Instead, your tax obligations may require a personalized guiding plan with annual consultations with tax advisors as your wealth accumulates or your business evolves.
Securing Your Business and Legacy
For many of our clients, their businesses represent not only significant wealth but also a legacy of vision, discipline, and success. Guiding these enterprises through succession requires deep insight and strategic approach. Our team brings experience and knowledge to advise on complex business-related financial goals. We help optimize tax and estate strategies, and ensure a seamless transition that preserves both wealth and family legacy.
Estate Planning
Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled. A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
Retirement Planning
During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you improve tax efficiency during retirement?
- When should you start taking your government benefits?
