1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Disciplined process
Your Wealth Management Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
3.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
5.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
6.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Your Wealth Management Experience
2. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
3. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
5. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
6. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Our Clients
We are honoured to serve a diverse group of clients. Below are some segments of clients we serve.
High Net-Worth Individuals and Families
We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy to help meet those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.
Business Owners
We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.
Professionals
Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.
Testamentary Trusts
Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.
Foundations and Non-Profit Organizations
We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.
