Experience and scale
Demonstrating significant tenure and managing assets well beyond the minimum requirements.
Privately Managed Portfolios
Your portfolio, professionally managed with a personalized strategy built around what matters most to you.
By choosing TD Privately Managed Portfolios offered through TD Wealth Private Investment Advice, you will work closely with a dedicated Portfolio Manager who will listen to your needs and deliver tailored wealth management strategies aligned to your individual financial goals.
Benefits of working with a Discretionary Portfolio Manager
1. More time for what matters
Delegating day-to-day portfolio decisions allows clients to focus on family, career, business, and personal priorities.
2. Active management
Discretionary management allows for responsive portfolio adjustments as market conditions evolve. Our portfolios don't sit stagnant in the same way markets don't.
3. A structured investment framework
Your portfolio is guided by a customized investment policy statement, providing a clear framework for portfolio decisions.
4. Flexible investment approach
We use an open architecture approach, selecting investments aligned with your needs and objectives.
Only a select group of Investment Advisors earn the Portfolio Manager title and are qualified to offer discretionary investment management.
Attaining this title requires meeting rigorous standards, including:
Advanced credentials
Holding recognized industry designations such as CIM® or CFA®.
A proven, disciplined track record
Consistently demonstrating the expertise, judgment, and investment discipline required to meet TD Wealth Private Investment Advice standards.
