Business Owners

Nick & Justina – Business owners teaming up with TD Wealth

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.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Credit Solutions

We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Business Succession Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.

Will and Estate Planning

We can help create a blueprint to transfer your wealth and business ownership with executor and trustee services and recommend strategies for reducing your tax burden, enhancing the value of your business, and helping to grow your wealth.

TD Wealth Private Banking

Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.

2SLGBTQ+ Business Owners

Supporting 2SLGBTQ+ individuals through a variety of inclusive policies, programs and initiatives.

Black Entrepreneurs

Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.