Videos

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.

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.

Will and Jeremy speak about their professional growth and their visions for their careers.

Listen as Giac and Albert share their story of creating and evolving their practice.

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.

Ashit Dattani discusses how our colleagues have made TD Wealth what it is today, and how that benefits the overall client experience.

Ben Lee shares how working with like-minded colleagues and leaders has empowered him to put his clients first, and lead to the growth of his business.

Cliff Noonoo speaks to the importance of trust and how it is essential to the client relationship with advisors, their teams and the entirety of TD.

Jeet Dhillon tells the story of her career path and how a supportive environment is a core value of the TD culture.

Ashit Dattani discusses how our colleagues have made TD Wealth what it is today, and how that benefits the overall client experience.

Ben Lee shares how working with like-minded colleagues and leaders has empowered him to put his clients first, and lead to the growth of his business.

Cliff Noonoo speaks to the importance of trust and how it is essential to the client relationship with advisors, their teams and the entirety of TD.

Jeet Dhillon tells the story of her career path and how a supportive environment is a core value of the TD culture.

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.

Listen as Giac and Albert share their story of creating and evolving their practice.

Will and Jeremy speak about their professional growth and their visions for their careers.

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.

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

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

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

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 

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.

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

Guiding Jessica to find the right balance

When it comes to investing for your future, it can be difficult to find the right balance when prioritizing multiple goals. Finding the right advisor can be a critical step toward building a personalized plan that could help you reach your financial goals.

For Jessica, she wanted to experience life and make memories with her family. Financial advice from TD Wealth allowed her to see new possibilities, so she can enjoy today AND save for her future.

Connect with me to learn how you can prioritize what is important, while focusing on your financial goals.

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Navigating complexities of life

As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.

TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.

TD Wealth helped Liz and Michael navigate the complexities of life.

Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.

When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him. With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.