Skip to main content

Sorel

Branch

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

4WealthPillars.JPG

A unique discovery process anchored in a deep understanding of you

TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.

Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.

To learn more about how behavioural finance can impact your decision making, read the articles below:

blind spots.JPG    winning.JPG    financial behaviour 2.JPG

AFFILIATED BRANCHES Québec City

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Advisors/Teams

    Get one-on-one advice from a qualified TD Wealth Investment Advisor. Select a member of our team to find out how we can help you reach your financial goals.

    Careers

    Invest in yourself - Become a TD Wealth Investment Advisor!

    Invest in yourself - Become a TD Wealth Investment Advisor!

    If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth Private Investment Advice is definitely for you.

    TD Wealth Private Investment Advice is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in the decisions regarding their financial affairs.

    To make an investment in yourself, join one of the strongest Private Investment Advice teams in the country, apply online here

    New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Special Autumn Edition

    Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

    Money Talk Life - The wealth you'll share

    In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

    Money Talk Life - Money from above

    In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

    Do you know someone who would benefit from our services?