What We Do


By taking you through TD's distinct Discovery process, which utilizes principles of behavioural finance theory, we uncover the values behind your goals, identify your wealth priorities and create a wealth strategy that's as unique as you are.

Collaboration with TD specialists

We work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:

  • A retirement plan
  • Tax mitigation strategies
  • Business succession advice
  • Private banking solutions
  • Estate and trust services
  • Customized credit
  • Asset protection strategies
  • Philanthropic planning
Couple on tablet

Disciplined asset allocation

The cornerstone of prudent investing, asset allocation helps ensure that your portfolio accurately reflects your personal circumstances, objectives, risk tolerance and constraints.

It properly diversifies your investments among the major asset classes – cash and cash equivalents, fixed income, and equities – in a manner that is appropriate for you to help reduce your overall risk while providing an opportunity for growth.

Alternative investments

Since bonds now tend to follow the same performance patterns as equities, we can go beyond the traditional asset classes by drawing upon our experience with sophisticated alternative investments. These strategies are reserved for ultra-high net worth clients who understand and are willing to accept the potential risks and rewards.

Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of potential returns that are non-correlated to market direction.

These may include:

  • Long/short option funds
  • Long Short Credit Funds
  • Arbitrage strategies
  • Private credit
  • Market neutral funds
  • Derivative Strategies