Vancouver
Sea to Sky Wealth Management

Discover

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.
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Team

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
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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.
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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

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Your Wealth Management Experience

1.Welcome to TD Wealth Private Investment Advice

2.Meet your Team

3.Initial Discovery

4.Personal Wealth Strategy Meeting

5.On Going Proactive Service

6.Regular Review Meetings

Your Wealth Management Experience

1.

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 as well as any account transfers required to begin implementing your plan.

2.

Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

3.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

4.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

5.

On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.

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.