1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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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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Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
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.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
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.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
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.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
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.
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we understand your unique situation, we can help you develop a personalized wealth plan.
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.
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
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.
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Gearing up for 2024: Tax and rule changes coming in the new year
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