- Initial Discovery - Our discovery process focuses on understanding your priorities and goals in order to better support them.
- Personal Wealth Strategy Meeting - Once we understand your unique situation, we can help you develop a personalized wealth plan.
- 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.
- Meet your Team - Whenever your needs require specialized support, we will build a team of TD specialists who can help.
- Ongoing Proactive Service - Your Advisor will stay in touch with you, keeping you up to date on what matters to you.
- Regular Review Meetings - To ensure you wealth plan evolves as you do, we'll regularly review your priorities with you, helping you stay on track with your goals.
As Portfolio Managers, we have a duty to act in your best interests with care, honesty and good faith. As part of this mandate, we draw on the expertise of TD specialists, risk management specialists and research analysts. Their input helps us to not only manage your portfolio, but also to identify opportunities that lie in market shifts. Our wealth plan is based on a foundation of 1) protecting your investment capital 2) providing tax-efficiently within the wealth plan 3) growing your capital overtime to protect the purchasing power of your principal. Ask us how you can benefit from discretionary investing today.
Benefits of Discretionary Investing
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
One transparent, asset-based fee with no commision per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
- A retirement plan
- Tax mitigation strategies
- Business succession advice
- Private banking solutions
- Estate and trust services
- Customized credit
- Asset protection strategies
- Philanthropic planning