Jeet Dhillon

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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There are many features of TD Privately Managed Portfolios, including:

  • A dedicated one-on-one relationship with an Associate 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.

 

  • Associate 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.

 

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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