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Kingston

Branch

Welcome to the Kingston Branch

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TD Wealth is a premier full-service wealth management firm, and is part of the TD Bank Group and its global network.

Offering integrated wealth management solutions since 1993, our vision is to be the leading, most respected Wealth Management Advisor in Canada fulfilling the comprehensive needs of mass affluent and high net worth clients with world-class advice and legendary client experiences.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

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We provide clients with access to a broad range of investment options, fee-based solutions, products and services to address their unique needs and goals through all of life’s stages. We also have access to many TD specialists and professionals who can set aside time to assist our advisors in specialized areas such as tax and estate planning, wealth preservation, transition strategies, philanthropic and insurance needs. We believe that our greatest asset is our people and we strive to create a rewarding work environment where our people have the opportunities to maximize their potential and accelerate the growth of their practice in a caring, high-performance culture. What’s more, we are committed to helping our people stay ahead of the competition by leveraging the power of TD's culture and strong referral network.

No matter whether your are a prospective client or recruit, it’s important to feel like you’ve made the right choice. We are confident that if you choose TD Wealth, you’ll discover that it is the advantage you deserve.

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AFFILIATED BRANCHES Ottawa, Belleville, Peterborough, Thunder Bay

Careers

Invest in yourself - Become a member of the TD Wealth team

Invest in yourself - Become a member of the TD Wealth team

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

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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.

China’s troubled property giant triggers global selloff

Concerns about a potential collapse by a major Chinese property giant is raising fears about a broader impact on the world's second-largest economy. Anthony Okolie speaks with Haining Zha, Vice President & Director at TD Asset Management, on the potential implications for global markets.

Priced out: A non-homeowner’s guide to financial thinking

High home prices have raised the bar impossibly high for many first-time home buyers. While times seem tough, not owning a home shouldn't prevent you from saving and planning for your future. Here's what you need to know if you plan on charting a different financial path to retirement.

TD Economics

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

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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