Muhammad Vohra

Muhammad Vohra

Investment Advisor

Chartered Accountant

Our discovery and wealth management approach is driven by what matters most to you

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Office

(123) 456-7890

Office Location

1070 Douglas Street 5th Floor Victoria, BC V8W 2C4. map

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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.

As a top 10 North American bank, TD aims to stand out from its peers by having a differentiated brand – anchored in our proven business model, and rooted in a desire to give our customers, communities and colleagues the confidence to thrive in a changing world.

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Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.
Tax Planning

Retirement plan

Retirement Plan

Tax mitigation strategies

Tax mitigation strategies

Business succession advice

Business succession advice

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Additional TD Specialists

Geoffrey Smith BA (Hons), LL.B.

Business Succession Advisor

Eric Leveille

Estate Planning Advisor

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.

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

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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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December, 2022

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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 and any account transfers required.

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.

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 and any account transfers required.

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.

Understanding

We take the time to understand your needs, dreams and aspirations.

Confirmation

We summarize our understanding of your financial priorities to make sure you're in agreement.

Determine Solutions

Our team works together to develop a personal strategy that is designed to help you meet your goals.

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

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.