Kelowna
Phone: (250) 470-3010
Fax: (250) 470-3015
Office Location: 1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8
Helping You Achieve Your Vision Of Success
A Unique Discovery Process
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:
Discover Your Investing Blindspots
People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.
Behavioural Finance
A Winning Personality: how it contributes to financial success.
Be On Your Best Financial Behaviour
Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.
The Ready Commitment
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.
Advisors/Teams
The TD Wealth Advantage
Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.
Careers
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 is definitely for you.
TD Wealth 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 advisors, while maintaining active participation in the decisions regarding their financial affairs.
To make an investment in yourself, join one of the strongest teams in the country, apply online here
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
Article
Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
Article
Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
Article
Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.