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Helping you achieve your vision of success

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. 

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A unique discovery process anchored in a deep understanding of you

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:

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AFFILIATED BRANCHES London

Management Team

Steve Hunter

Branch Manager, Vice President
John St Croix

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.

Big tech continues to post big earnings amid coronavirus downturn

The big U.S. tech firms reported quarterly earnings and topped analyst estimates, as the pandemic pushed consumers to rely more on personal devices. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management, about whether tech's rise is likely to continue.

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Ask MoneyTalk: With rates low, I’m thinking of upgrading my cottage. What tax strategies should I consider?

If you're spending more time at the cottage or cabin this summer, you may begin thinking about ways you can improve it. Ian Lebane, a Tax and Estate Planner with TD Wealth offers some tax strategies to consider that can help make the most of your investment in your property.

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TD Economics

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

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Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

PDF Download

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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