Our Process

What We Do

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.

The service touch points you can expect

Personalization

We aim to deliver the best products, the best personalized services and the best value.

Commitment

Our entire team is committed to answering your phone calls in person and being responsive and available.

Timely

You can expect to receive financial information and timely insights on points of personal interest.

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.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you. 

We summarize our understanding of your financial priorities and needs to make sure you're in agreement. 

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority. 
 
We rely on the depth of each planning session to ensure our proposed solutions align what you have with what you want to do. 

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to ensure seamless execution in each area of your financial plan. 
 
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.