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.
Your Wealth Management Experience
1.Initial Discovery
2.Personal Wealth Strategy Meeting
3.Welcome to TD Wealth Private Investment Advice
4.Meet your Team
5.On Going Proactive Service
6.Regular Review Meetings
Your Wealth Management Experience
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
