Our Clients

We are honoured to serve a diverse group of clients. Below are some segments of clients we serve. 
 

Business Owners and Real Estate Investors

Business owners and real estate investors face unique wealth and tax considerations. We can help identify strategies to benefit your day-to-day operations as well as help you plan for the transition or sale of your business or investments.

Professionals

As a busy professional, you are focused on your own practice and have little time to be involved in day-to-day investment and wealth decisions. We take responsibility for the day-to-day management of your portfolio, adding value and time to your life.

Agriculture Owners & Investors

We are intimately familiar with the complexities and family dynamics that are often present in farming businesses. We work closely with Agricultural Services at TD, and are ready to help you plan for the future of your farm or land.

Estate & Family Trust

Managing an estate or trust can be a difficult job, from the emotional impacts of grief to the fiduciary responsibilities. We can connect you with TD Wealth Private Trust specialists who can provide executor services to help make your life easier.

Learn more about what is involved with becoming a client, and examples of some of the clients we serve. We look forward to working alongside you to help you achieve your goals.

Our clients tend to:

  • Have investable assets exceeding $1.5M with more complex financial needs
  • Appreciate a collaborative approach to wealth management that goes beyond just investments that combines tax optimizing strategies, retirement and estate planning, risk management, philanthropy and charitable giving solutions
  • Value working with a Portfolio Manager who is ethically bound to always act in your best interest
  • Prefer to delegate their financial strategy to a trusted advisor
  • Value a disciplined, long-term oriented strategy over reactive or trend-based approaches
  • Welcome having open conversations so we can truly get to know you and understand your story
  • Value high-quality advice, service and recognize the importance of expertise over execution alone

Want to learn more about our Onboarding Process?

Contact us to learn more about how our Onboarding process can work for you

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