1. Introduction to TD Wealth
Introduction
Getting to know you
Our Philosophy
Our Process
Our Client Process
Stewardship Private Wealth Client Process
Our process harnesses deep discovery, which we use to understand what influences your wealth decisions. Our aim is to fully understand your needs, whether they include wealth advisory services or legacy strategies. With a deep understanding of your priorities, we build a team of TD specialists with expertise in everything from investment, estate and trust planning, to business succession and tax planning — all with a mind to ongoing, proactive advice that integrates new priorities as they are identified.
Our Client Process
1.Introduction to TD Wealth
Introduction
Getting to know you
Our Philosophy
Our Process
2.Deep Discovery
Detailed questioning
Your goals
Wealth structure
Investment portfolio
Review of process
3.Present Wealth Plan
Investment Policy Statement
Wealth Attitudes
Portfolio review
Portfolio presentation
Road map
4.Implement the strategy
Execution plan: Net worth, tax efficient, protection and legacy strategies
Wealth advisory services
5.Ongoing Proactive Advice
Exceptional service
Timely touchpoints
Integrate new priorities
Adapt to market conditions
6.Review Meeting
Progress to date
Portfolio review and adjustments
Continued implementation
Genuine Stewardship
Our Client Process
2. Deep Discovery
Detailed questioning
Your goals
Wealth structure
Investment portfolio
Review of process
3. Present Wealth Plan
Investment Policy Statement
Wealth Attitudes
Portfolio review
Portfolio presentation
Road map
4. Implement the strategy
Execution plan: Net worth, tax efficient, protection and legacy strategies
Wealth advisory services
5. Ongoing Proactive Advice
Exceptional service
Timely touchpoints
Integrate new priorities
Adapt to market conditions
6. Review Meeting
Progress to date
Portfolio review and adjustments
Continued implementation
Genuine Stewardship
What Does Stewardship Mean to Us?
Stewardship is the careful and responsible management of something entrusted to one's care. In the context of wealth, it means managing, growing, and preserving your assets with wisdom and foresight. Our team approaches stewardship by focusing on your family's unique circumstances, values, and long-term vision. By embracing this principle, we empower families to make informed decisions, achieve financial confidence, and secure a strong financial future for generations to come.
