Understanding
We take the time to understand your needs, dreams and aspirations.
Whitby
Phone: (905) 665-8583
Office Location: 209 Dundas Street East 5th Floor Whitby, ON L1N 7H8
Welcome to TD Wealth Whitby
At TD Wealth Whitby, we specialize in helping individuals and families navigate complex financial decisions and build lasting legacies. Our clients come from all walks of life — from public figures and media personalities, to business owners, government retirees, professionals, and multigenerational families. Whether you’re planning your next chapter, managing sudden wealth, or building long-term security, our team delivers personalized advice tailored to your goals.
Durham Region is one of the fastest-growing areas in Ontario — and we are at the centre of a significant wealth shift east of Toronto. As more affluent individuals and families choose to settle here, we are proud to help at every stage of their financial journey. We proudly serve the growing communities of Toronto East, Scarborough, Pickering, Ajax, Whitby, Brooklin, Oshawa, Bowmanville, and Port Perry.
All-Female Leadership. Collaborative Culture. Exceptional Client Experience.
A Unique Discovery Process
TD Wealth uses a behavioural-finance-driven discovery process to uncover what truly matters to our clients. We build customized plans that integrate investment, estate, tax, insurance, and philanthropic strategies.
Our clients can expect an advisory team of Portfolio Managers and Investment Advisors integrated with TD specialists including:
- Tax & Estate Planners
- Business Succession Specialists
- Insurance specialists
Your strategy is as unique as your vision.
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Understanding You
We start with a deep understanding of who you are, your values and your vision ofsuccess. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
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.
Present Solutions
We present your strategy to you for discussion and approval.
Implement Solutions
We work with you to put your strategy into action.
Ongoing Management and Review
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Helping achieve what truly matters to you and your family
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Mission
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Advisors/Teams
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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