Phone: (705) 748-2558
Fax: (705) 748-3887
Office Location: 830 Monaghan Rd 2nd Floor Peterborough, ON K9J 5K3
Welcome to the Peterborough Branch
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.
Four Wealth Pillars. One Vision.
Build Net Worth: Developing effective strategies and investment solutions that align to your clients' evolving needs.
Protect What Matters: Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.
Implement Tax Efficient Strategies: Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it.
Leave a legacy: Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.
Our Approach To Wealth Management
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.
The TD Wealth Advantage
Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.
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