Videos

Advisor Practice Evolution | Advisor Teaming

Hear about how one team's experience with the Advisor Teaming Program helped them and their clients experience the benefits of working with a team.

Additional Videos

Steve & Lee-Ann's Story

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

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Advisor Perspectives | Meet Ashit

Ashit Dattani discusses how our colleagues have made TD Wealth what it is today, and how that benefits the overall client experience.

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Advisor Perspectives | Meet Ben

Ben Lee shares how working with like-minded colleagues and leaders has empowered him to put his clients first, and lead to the growth of his business.

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Advisor Perspectives | Meet Cliff

Cliff Noonoo speaks to the importance of trust and how it is essential to the client relationship with advisors, their teams and the entirety of TD.

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Advisor Perspectives | Meet Jeet

Jeet Dhillon tells the story of her career path and how a supportive environment is a core value of the TD culture.

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Advisor Practice Evolution | Meet Giac & Albert

Listen as Giac and Albert share their story of creating and evolving their practice.

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Advisor Practice Evolution | Meet Will & Jeremy

Will and Jeremy speak about their professional growth and their visions for their careers.

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Advisor Practice Evolution | Succession for Advisors

See how TD Wealth supported Giac and Albert in building their transition plan, while ensuring their clients are taken care of long after they retire.

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Creating a Legacy

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

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Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future

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Nick & Justina's Story

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

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