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Ottawa

Branch

Welcome to the Ottawa Branch

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TD Wealth is a premier full-service wealth management firm, and is part of the TD Bank Group and its global network.

Offering integrated wealth management solutions since 1993, our vision is to be the leading, most respected Wealth Management Advisor in Canada fulfilling the comprehensive needs of mass affluent and high net worth clients with world-class advice and legendary client experiences.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

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We provide clients with access to a broad range of investment options, fee-based solutions, products and services to address their unique needs and goals through all of life’s stages. We also have access to many TD specialists and professionals who can set aside time to assist our advisors in specialized areas such as tax and estate planning, wealth preservation, transition strategies, philanthropic and insurance needs. We believe that our greatest asset is our people and we strive to create a rewarding work environment where our people have the opportunities to maximize their potential and accelerate the growth of their practice in a caring, high-performance culture. What’s more, we are committed to helping our people stay ahead of the competition by leveraging the power of TD's culture and strong referral network. No matter whether your are a prospective client or recruit, it’s important to feel like you’ve made the right choice. We are confident that if you choose TD Wealth, you’ll discover that it is the advantage you deserve.

AFFILIATED BRANCHES Belleville, Kingston, Peterborough, Thunder Bay

 

Careers

Invest in yourself - Become a member of the TD Wealth team

Invest in yourself - Become a member of the TD Wealth team

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Bulls and Bears Battle: Facebook

Facebook recently reported solid earnings thanks to pandemic-driven traffic and ad sales. But will the increasing focus on user privacy hurt revenue growth? Anthony Okolie speaks with Andriy Yastreb, Telecom and Media Analyst, TD Asset Management, about the bull and bear case for Facebook.

Your home, your unforeseen treasure

Low interest rates brought on by the COVID-19 pandemic are driving high home values in many communities. For retirement-aged Canadians, it could be raising an interesting question: Is it time to downsize or better to stay put?

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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