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.
Advisor Practice Evolution | Meet Giac & Albert
Listen as Giac and Albert share their story of creating and evolving their practice.
Advisor Practice Evolution | Meet Will & Jeremy
Will and Jeremy speak about their professional growth and their visions for their careers.
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.
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.
The Vision
The Vision
With one of the most recognizable and prestigious brands in Canada, coupled with the support of a strong network connecting our TD businesses, I am confident that you and your clients can benefit from TD Wealth’s offering. Listen to our leaders share their vision for TD Wealth.
Meet Josh
Meet Josh
One of the key differentiators of TD Wealth Private Investment Advice (PIA) is the Advisor Teaming Program. Teaming allows advisors to build the team they need in order to most effectively serve the needs of their clients. Watch the video below to hear Josh’s story about how his experience with the Advisor Teaming Program helped an already successful advisor grow his practice and formalize his team while building the life he and his wife always wanted.
Meet Charles
Meet Charles
You have worked hard to build your practice and making the decision to switch firms requires a lot of thought and preparation. At TD Wealth Private Wealth Management, we are committed to attracting Canada’s top advisors and helping them take their practice to the next level. TD Wealth Private Wealth Management helps an advisor run a successful practice while still having time for his kids and personal interests. Watch video below to meet Charles.
Meet Ryan and Daniel
Meet Ryan and Daniel
One of the key differentiators of TD Private Investment Counsel (PIC) is the Teaming Program. Watch the video below to see how the Teaming Program worked for Ryan and Daniel – two Portfolio Managers with different skill sets but shared values leveraging the teaming program to serve the needs of their clients, grow their practice, and deliver tailored client experiences most effectively.
Inclusion and Diversity
Our vision is clear, to be The Better Bank, and that starts with having the best people. When you join TD, you’ll be part of a culture built on respect – one that recognizes the unique talents of everyone on the team. By engaging individuals with a wide range of experience, backgrounds, and abilities, we can discover new ways of thinking, foster a culture of inclusion, and make our business stronger