Waterloo

Waterloo Branch

Phone: (519) 725-1214
Office Location: 412 Albert Street Waterloo, ON N2L 3V3

Contact Us

What Does Success Mean To You?

Your vision of success will be at the center of how we work together. We will take the time to fully discover YOU before creating a wealth strategy to help you achieve your vision of success, whatever that may look like. Using an integrated, team-based approach your wealth advisor will work with TD specialists to help develop a strategy that meets your needs. Whether you need investment advice, cross-border banking services, or a business succession plan, our specialists work collaboratively to bring a full-picture perspective and tailor-made solutions to help you achieve your goals.

Four Wealth Pillars. One Vision.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth:  Developing effective strategies and investment solutions that align to your clients' evolving needs.

Protect What Matters:  Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.

Implement Tax Efficient Strategies:  Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it. 

Leave a legacy:  Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

A unique approach to discovering your needs

Managing considerable wealth can be complicated. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we build a strategy rooted in your goals while maintaining TD’s principles of transparency and trust. But we don’t do this only once. We update your plan so it evolves as you do, helping us stay in tune with your needs and the needs of those you care about.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most.

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

Discover Your Investing Blindspots

People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Behavioural Finance

A Winning Personality: how it contributes to financial success.

Be On Your Best Financial Behaviour

Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

Advisors/Teams

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.
Invest In Yourself

Careers

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

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Associate Investment Advisor~GeneralistAssociate Investment Advisor~PlanningAssociate Investment Advisor~AnalystDiscover More about TD

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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 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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Hear what matters.
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Want to become your own boss? Here’s a self-employment starter kit

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Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

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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: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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