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White Rock

Branch

Welcome to TD Wealth Private Investment Advice in South Surrey British Columbia.  Conveniently located in the White Rock area, our branch services clients throughout the Fraser Valley as well as across Canada.  Our office is comprised of a seasoned team of investment advisors and assistants that take pride in offering great service, thoughtful advice and access to both TD and external expertise.  As such, we have enjoyed long term relationships with our clients. 

Wealth management is a comprehensive, all-in-one approach to investing, retirement and investment planning, risk mitigation, minimizing taxes and ensuring your estate is protected. Every client's needs are different.   You might be investing to build your financial future or to protect what you have already built for the next generation.

At TD Wealth Private Investment Advice, we take the time to understand your needs so that we can build long-standing relationships and strategies to help you achieve your goals and address your needs and concerns . Whatever your specific situation may be, a TD Wealth Private Investment Advice Advisor will be pleased to work with you to create an individualized strategy and plan for you.  In developing your plan, we utilize an 11 step approach to wealth accumulation, preservation and transition to ensure that your most important goals and concerns are understood, prioritized and addressed.

Please explore our site to learn more about who we are and how we can help, or contact me to get started today.  If you are looking for an investment advisor, I would be pleased to introduce you to one of the professionals available within our branch.  If you are looking for an exciting career in wealth management, I would also be pleased to hear from you.

Thank you for taking the time to view our site.  I look forward to meeting with you.

Bhupinder Grewal, Branch Manager

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

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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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