Our Approach
We understand that managing considerable wealth can be complicated. Our goal is to simplify things for you by integrating all aspects of your financial picture into one comprehensive strategy, freeing you to focus on achieving your own personal vision of success. We understand the results you expect and the service you deserve - and we work to continually earn your business, through every interaction. Each member of our team shares the same service commitment to making your needs our highest priority.
Investment Policy Statement (IPS)
Together, we will work with you to design you custom Investment Policy Statement, which will serve as the blueprint of your investment and wealth plan. We will take into consideration your appetite for risk, and short and long term investment goals in order to implement an appropriate strategy. Our team will keep a watchful eye on your portfolio, adjusting when needed to respond to market and economic events, allowing us to seize opportunities and navigate risk.
Our Integrated Approach
As our client, you can benefit from access to a range of TD specialists dedicated to helping to meet the needs of affluent clients, whether you're looking for:
- A retirement plan,
- Tax mitigation strategies,
- Business succession advice,
- Private banking solutions,
- Commercial banking solutions,
- Customized credit,
- Estate and trust services,
- Asset protection strategies, or
- Philanthropic planning
At all times we are guided by your wealth plan and will keep a watchful eye on your overall strategy.