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Waterloo

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Waterloo

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Helping you achieve your vision of success

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 you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

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A unique discovery process anchored in a deep understanding of you

TD Wealth has developed a unique discovery process that uses behavioural finance theory to uncover the values behind your personal vision of success and help determine what truly matters to you. With a deep understanding of your priorities and values, we'll connect you to the right advisor, who based on your specific needs, will build a team of specialists around you to develop a Wealth Strategy that's as unique as you are. As your needs evolve, so will the services and solutions we can provide. We’ll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we’ll be there with the breadth of our expertise and the personalized attention you deserve.

Even the most savvy investors could benefit from understanding their individual wealth personality. Schedule a discovery session with one of our advisors to uncover yours and take the first steps towards developing a wealth strategy that's as unique as you are.

To learn more about how behavioural finance can impact your decision making, read the articles below:

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AFFILIATED BRANCHES PCS Kitchener, Guelph

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Management Team

    Leopold Pollard

    Kimberly Foster

    Amanda Strathearn


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    Careers

    Invest in yourself - Become a member of the TD Wealth team

    Invest in yourself - Become a member of the TD Wealth team

    If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

    TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

    To make an investment in yourself, join one of the strongest teams in the country, apply online here

    New Investment AdvisorClient Service AssociateClient Relationship AssociateAssociate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

    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.

    Beyond stocks and bonds: Diversify with alternative investments

    Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

    Link

    Early Inheritance for your kids

    Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

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    TD Economics

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

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    Monthly Perspectives | Achtung 2020

    It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

    PDF Download

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

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    The 2020 Money Makeover

    If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

    Link

    Do you know someone who would benefit from our services?