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Our goal is to be your trusted investment advisor by providing superior customer service and impressive investment performance, as you go through the many stages of your life. Making decisions that will affect your life - and the lives of those you care about - is a deeply personal experience. We believe that each client's needs and goals are truly unique, and that wealth advice is too important to be bought off the shelf. Our goal is to offer you the relevant, custom wealth advice you deserve - and we can do that only by fully understanding you.
WE'RE AT YOUR SERVICE
Our team prides itself on the superior level of service we provide to our clients. We're committed to providing you with ongoing and consistently exceptional service, plenty of respect and valuable investment advice. Full spectrum advice that is custom tailored to your needs.
We work with individuals, families and organizations with considerable investable assets and wide-ranging, often complex financial needs. As our clients' needs change and evolve over time, so do the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management can help make you more confident in your decisions, and more focused on your future.
WHAT DOES SUCCESS MEAN TO YOU?
Your vision of success will be at the center of how we work together. We will take the time to fully discover YOU before creating a wealth strategy to help you achieve your vision of success, whatever that may look like. Using an integrated, team based approach, as your investment advisor we will work with TD specialists to develop a strategy that helps to meet the needs of you and your business. Whether you need investment advice, cross border banking services, business banking services, private banking services, business succession planning, or have estate planning needs, TD's in house specialists will work collaboratively to bring a full-picture perspective and tailor-made solutions to help you achieve your goals.
Managing considerable wealth can be complicated. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we then build a strategy rooted in your goals and based on TD's principles of transparency and trust. But we don't do this only once. It happens each time we connect, to help us to stay in tune with your needs and the needs of those you care about.
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
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.