At TD Wealth, we understand that making decisions that will affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead.
Whether you're just building your career or shifting into retirement, looking for help in transferring your wealth or transitioning your business, we have the breadth of expertise to design a plan that will help make you more confident in your decisions, and more focused on your future. We look forward to working alongside you and your family to help you achieve your goals.
Wealth Management is a complicated process with an infinite number of moving parts. Our focus is on the four pillars of wealth: building net worth, implementing tax-efficient strategies, protecting what matters most to you and leaving the legacy you desire.
Anchored in a deep understanding of you
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why we take a unique approach to understanding you, your family and your values. We want to discover everything about you, and all the things in your life which make up you and your financial DNA.
The innovative discovery tool we use will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
By collaborating with other TD Specialists, we can offer you a comprehensive wealth plan that takes into considerations your various financial needs: