Prince George

Prince George Branch

Phone: (250) 614-2941
Fax: (250) 561-1735
Office Location: 400 Victoria Street Suite 390 Prince George, BC V2L 2J7

Helping You Achieve Your Vision Of Success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Four Wealth Pillars. One Vision.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

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.

A Unique Discovery Process

TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.

Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.

To learn more about how behavioural finance can impact your decision making, read the articles below:

Discover Your Investing Blindspots

People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

The Ready Commitment

Working together for a more inclusive tomorrow

Change is a fact of life. It can renew our perspective of the world or how we act within it. While change helps some of us get ahead, it can leave others behind. To help create the conditions so everyone has the chance to succeed in a changing world, TD is targeting C$1 billion by 2030 towards community giving in four areas that support change, nurture progress and contribute to making the world a better, more inclusive place. That is The Ready Commitment.

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.

Careers

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

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.

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Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

Article

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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