Skip to main content

Kelowna

Branch

acheive your vision.jpg

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

4WealthPillars.JPG

Website_Header_Banner_Graphic_digital_03262019.jpg

TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.

Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.

To learn more about how behavioural finance can impact your decision making, read the articles below:


blind spots.JPG    winning.JPG    financial behaviour 2.JPG

Website_Header_Banner_Graphic_digital_03262019 _1_.jpg

Working together for a more inclusive tomorrow
Change is a fact of life. It can renew our perspective of the world or how we act within it. While change helps some of us get ahead, it can leave others behind. To help create the conditions so everyone has the chance to succeed in a changing world, TD is targeting C$1 billion by 2030 towards community giving in four areas that support change, nurture progress and contribute to making the world a better, more inclusive place. That is The Ready Commitment.

Web_Buttons_digital_03262019.jpg 


AFFILIATED BRANCHES Kamloops, Prince George

Additional Information

One-on-one with Chief Investment Officer Bruce Cooper: Market opportunities and risks in 2019

After seeing declines of nearly 10 per cent in equity markets in December, investors are breathing a sigh of relief. Kim Parlee talks with Bruce Cooper, CEO and CIO at TD Asset Management.

Careers

Invest in yourself - Become a TD Wealth Investment Advisor!

Invest in yourself - Become a TD Wealth Investment Advisor!

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth Private Investment Advice is definitely for you.

TD Wealth Private Investment Advice is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest Private Investment Advice teams in the country, apply online here

New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from our services?