Our Process
What We Do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Initial Discovery
Seamless Onboarding
Personalized Strategies
Proactive Reviews
Our Clients
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. Our clients typically:
- Are High Net Worth individuals, families, professionals and business owners whom we help navigate the unique challenges facing retirement and everyday life needs
- Value a comprehensive wealth platform over a commission-based trading format
- Have investable assets exceeding $750,000
- Value a customized, long-term investment and wealth strategy focused on achieving their own personal vision of success
- Expect insightful counsel, progressive financial planning and proactive risk management
- Seek our expertise in wealth transition situations, including transferring a company pension plan, the sale of a property or business, or receiving an inheritance
Our Accreditation
Our family team collectively holds the following professional designations and industry accreditations:
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Fellow of the Canadian Securities Institute (FCSI®)
- Financial Management Advisor (FMA)
- Elder Planning Counselor (EPC)
- Certified Professional Consultant on Aging (CPCA)
- Certificate in Retirement Strategy
- Certificate in Estate Planning Strategies & Trusts
