What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

In-depth discovery

We begin by taking the time to really get to know the whole you.

By uncovering the values behind each of your financial goals and identifying what truly matters to you, we’re able to start crafting a wealth plan that’s as unique as you are.

  • What are your short and long-term goals?
  • What do you value most?
  • What will your legacy be?

Getting to know your Wealth Personality™

We understand that your success can’t be understood with just a set of numbers. A combination of factors influences your wealth decision process, including your goals, motivations, family life and financial blind spots. When assessing these factors, and how they fit into your overall Wealth Personality™, we use the cutting-edge field of Behavioural Finance to dig deep and really get to know who you are. Understanding the influence of psychology on your financial behaviour can help us deliver relevant wealth advice to help you achieve your goals.

Understanding what drives your decisions

In order to get to know the whole you, we can enhance our knowledge with additional layers, including a deeper understanding of your family’s values and your overall financial picture. By charting major traits, we can better predict your behaviours, identify underlying motivations and work with you to help overcome any biases that may be slowing your financial growth.

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Understanding

We take the time to understand your needs, dreams and aspirations.

Confirmation

We summarize our understanding of your financial priorities to make sure you're in agreement.

Determine Solutions

Our team works together to develop a personal strategy that is designed to help you meet your goals.

Present Solutions

We present your strategy to you for discussion and approval.

Implement Solutions

We work with you to put your strategy into action.

Ongoing Management and Review

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Contact Mi Yeong Kim

Please share a little about yourself and how I can help.

How would you prefer to be contacted?
Are you an existing TD Wealth Customer
What can I help you with?(optional)

Email Me

Please share a little about yourself and how I can help.

To ensure privacy, we ask that you do not include confidential information such as passwords, bank account numbers or other sensitive information via this form.

You agree to allow TD to communicate with you through email and/or the telephone regarding the contents of this form. The information you provide will only be used to contact you.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Request an Appointment

Please provide the information below and you will be contacted soon by a TD Wealth advisor.

Do not include confidential personal information such as passwords, account numbers or other sensitive information.

You agree to allow TD to communicate with you through email and/or the telephone regarding the contents of this form. The information you provide will only be used to contact you.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Email Me

Your message has been sent to Mi Yeong Kim!

Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.

Your contact information

First and last name

Email

Phone

The details you shared

Request an Appointment

Your message has been sent to Mi Yeong Kim!

Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.

Your contact information

First and last name

Email

Phone

Best time to call you

Preferred Appointment Dates

The details you shared

Your answer will help me better understand your specific needs and focus the services and solutions I can provide you.

A phone number is required to confirm your appointment. It is confidential and will not be shared with third parties.

Please select the time that would be best for you to receive our call confirming your appointment.

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
  • How much income is needed for the retirement you aspire to?
  • How can you save enough to fund your retirement?
  • How can you improve tax efficiency during retirement?
  • When should you start taking your government benefits?

Business Succession Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.

Individual Pension Plans

Who might consider this? Executives with high incomes and small business owners.

High income earners may find at some point in their career that Registered Retirement Savings Plans (RRSPs) may leave too much wealth exposed to tax. An alternative solution is an Individual Pension Plan (IPP), a registered and defined benefit pension plan that a company can structure for their executives. A small business owner may also benefit from an IPP although to qualify they must pay themselves a salary.

An IPP can create more contribution room over and above RRSPs, and contribution room can significantly rise from there until age 65.

Women and Investing

Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.