Your Wealth Management Experience

1.Initial Discovery

2.Personal Wealth Strategy Meeting

3.Welcome to TD Wealth Private Investment Advice

4.Meet your Team

5.On Going Proactive Service

6.Regular Review Meetings

Your Wealth Management Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

Personal Wealth Strategy Meeting

Once we understand your unique situation, we can help you develop a personalized wealth plan.

3.

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.

4.

Meet your Team

Whenever your needs require specialized support, we will build a team of TD specialists who can help

5.

On Going Proactive Service

Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.

6.

Regular Review Meetings

To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.