1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
What We Do
Once we understand your unique needs and goals, we leverage our broad expertise to develop your customized personal investment and wealth plan. Over time, we continually revisit those needs and goals, and as they evolve, so will our recommended strategies.
Your Wealth Management Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
3.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
5.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
6.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Your Wealth Management Experience
2. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
3. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
4. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
5. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
6. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Retirement Planning
Retirement planning helps you build financial security for the future by setting goals, saving, and investing wisely. Starting early gives your money more time to grow and supports a comfortable retirement.
Wills
Updating your will ensures your wishes are honored - you choose who will act on your behalf, decide who cares for your dependents, and have the final say on how your assets are handled. It can also help minimize taxes and leave a lasting legacy for your loved ones.
The Importance of a Wealth Plan
Get holistic wealth management strategies tailored to your goals with investment management expertise.
Integrated wealth services
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Tax Mitigation Strategies
Tax Mitigation Strategies
Business Succession Advice
Business Succession Advice
Private Banking Solutions
Private Banking Solutions
Customized Credit
Customized Credit
Asset Protection Strategies
Asset Protection Strategies
Philanthropic Planning
Philanthropic Planning
Pension-Like Portfolio Design
Pension funds take a long-term view of money management and diversify into several asset classes. We do too. Through our disciplined and structured approach, we create a unique plan for each client situation. Our discretionary management allows us to not only focus strategically on clients' long term goals, but also manage risk tactically when the need should arise.
Click the link to learn more about how our Pension-Style Approach can work for you.
Click the link to learn more about how our Pension-Style Approach can work for you.