1. Investment Management
- Asset Allocation
- Portfolio Construction
- Manager Selection
- Alternative Investments
- Risk Management
- Portfolio Oversight
- Integrated Investment Reporting
Beyond Investing
We understand the evolving complexities of some of Canada's wealthiest families. We leverage our insights and resources to provide comprehensive solutions to their most sophisticated needs.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Our Suite of Services
1.Investment Management
- Asset Allocation
- Portfolio Construction
- Manager Selection
- Alternative Investments
- Risk Management
- Portfolio Oversight
- Integrated Investment Reporting
2.Tax Estate Planning Services
- Comprehensive Reviews of Estate Planning documents
- Probate Planning
- Tax Minimization Strategies
- Assist with planning for the 21 Year Rule Event for Trust
3.Establish a Living Legacy
- Philanthropy & Charitable Giving Solutions
- Private Giving Foundation and Donor-advised Funds
- Maximizing charitable tax credit
4.Trust Services
- Corporate Executor
- Corporate Attorney for Personal Property
- Corporate Guardianship
- Corporate Trustee
- Acting as Agent for Executors, Attorneys for Property or Trustees
5.Private Client Insurance Advice
- Home
- Auto
- Seasonal Properties
- Yacht & Watercraft
- Recreational Vehicles
- Collectibles including jewelry, fine art & wine
- Personal Umbrella Liability
- Cross-Border Insurance
6.Private Banking & Credit Solutions
- Specialized Banking
- Custom Credit Solutions
- Foreign Exchange Hedging
- Digital Banking Services
Our Suite of Services
2. Tax Estate Planning Services
- Comprehensive Reviews of Estate Planning documents
- Probate Planning
- Tax Minimization Strategies
- Assist with planning for the 21 Year Rule Event for Trust
3. Establish a Living Legacy
- Philanthropy & Charitable Giving Solutions
- Private Giving Foundation and Donor-advised Funds
- Maximizing charitable tax credit
4. Trust Services
- Corporate Executor
- Corporate Attorney for Personal Property
- Corporate Guardianship
- Corporate Trustee
- Acting as Agent for Executors, Attorneys for Property or Trustees
5. Private Client Insurance Advice
- Home
- Auto
- Seasonal Properties
- Yacht & Watercraft
- Recreational Vehicles
- Collectibles including jewelry, fine art & wine
- Personal Umbrella Liability
- Cross-Border Insurance
6. Private Banking & Credit Solutions
- Specialized Banking
- Custom Credit Solutions
- Foreign Exchange Hedging
- Digital Banking Services
Additional TD Specialists
Business Succession Advisor
Tax and Estate Planner
Estate Planning Advisor
High Net Worth Planner
Vice President, Philanthropic Advisory Services
Additional Resources
Private Banking Benefits
A Private Banker provides proactive advice and responsive service to help ensure specific banking needs are met as part of an overall wealth management strategy.
In addition to the services of a Private Banker, each TD Wealth Private Banking Plan1 includes an exceptionally comprehensive package designed to provide valuable money-saving benefits for a fixed monthly fee of $100.
A reflection of your uncompromising high standards
At TD Insurance Private Client Advice, we respect the commitment, time and emotion you have invested to create a lifestyle that gives you the freedom to pursue your dreams. From the finer possessions in your personal life to the finer details of your insurance coverage, we’re committed to making sure you’re supported every step of the way.
Enhanced coverage for your most prized possessions
A classic timepiece. A wine collection. Fine artwork. They’re more than just valuable possessions. They’re your pride and joy — your true passion. So, it’s only natural that you want to safeguard what matters most to you.
The best protection for your most valuable assets
Whether it’s a limited-edition timepiece, a collection of cars, or fine artwork, we appreciate that the finer things in your life deserve a finer degree of insurance coverage.
This guide has been developed as a practical overview of things that you should consider and the personal matters that need to be addressed when preparing your Will and planning your estate. As your financial advisor/advisors, TD will work through this process with you. TD also recommends that you periodically review your Will, estate plan and any trusts you may have established to ensure that they are up-to-date.
A simple, effective way to support causes that matter to you
If you are looking for ways to plan your giving more effectively, create a legacy to support
worthy charitable causes and realize tax advantages, Private Giving Foundation may be just
the solution you are looking for.
