Skip to main content

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.

Lars Bjornson, Branch Manager

Management Team

Careers

Invest in yourself - Become a TD Wealth Investment Advisor!

Invest in yourself - Become a TD Wealth Investment Advisor!

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 Private Investment Advice is definitely for you.

TD Wealth Private Investment Advice 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 Investment Advisor, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest Private Investment Advice 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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

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.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from our services?