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As a large team of professionals with a wide range of expertise, we foster a conservative investment approach and address complex financial needs with sophisticated strategies to help you safeguard and enhance your wealth.
We work with TD specialists with expertise in tax management, retirement and estate planning, trust services, banking and credit, commercial banking, business succession planning, insurance and charitable giving.
We will work to:
Establish a comprehensive, high-quality, tailored portfolio
Allocate your assets
Aim to generate tax-efficient income
Strive to preserve capital by investing with a margin of safety
Select strategic investments given the current environment
Recognize and honour your risk tolerance
Rebalance your portfolio
Perform sophisticated alternative investment strategies
Deliver ongoing advice
Innovate to combine fixed income strategies with equity solutions
Operate objectively without bias toward any product or platform
Provide transparency about fees, transactions, and performance
As part of our service offering, we will:
Keep you informed
Forge relationships with your
Help with day-to-day matters
and help you make major
Strive to answer every call,
so that you do not need to
Branch Office: (514) 289-8400
Branch Fax: (514) 289-5598
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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