The TD Wealth Advantage
Grow your career and your practice with one of Canada’s most recognized and respected brands. At TD Wealth, our structures of support empower you to be the advisor you want to be and deliver tailored solutions to help meet your clients’ unique needs.
Private Wealth Management
TD Wealth Private Wealth Management’s offering helps you and your team to deliver an exceptional client experience and accelerate the growth of your practice. Our expertise in working with high-net-worth and ultra-high-net-worth clients makes us a wealth management firm for those who value tailored service and advice through all life’s stages.
Solutions to Help Your Clients Achieve Success
Your clients are at the centre of everything we do. Our aim is to help you make their financial goals a reality using wealth management strategies.
Grow your clients’ wealth
Helping your clients achieve their financial goals and ambitions is our objective. As a TD Wealth advisor, we will support you with:
- Defining your clients’ goals and creating a wealth plan to help reach them.
- Creating an investment portfolio based on your clients’ needs and risk tolerance.
- Developing strategies that meet your clients’ financial needs today and tomorrow.
Explore tax-efficient strategies
TD Wealth advisors stay on top of tax policies to help clients take advantage of deductions. We place importance on:
- Structuring investments and savings to help minimize your clients’ taxes.
- Adjusting clients’ business activities to help reduce tax exposure.
- Putting plans in place to help clients pass on their wealth in the most tax-efficient way possible.
Plan for the unexpected
Clients may not know the future, but as their advisor, you can reduce uncertainty by helping them plan for it. With access to teams of specialists, you are equipped to help your clients with:
- Developing a business succession plan for the continuity or sale of their business.
- Assessing what insurance coverage your clients need should they lose the ability to earn an income.
- Preparing a Power of Attorney so your clients’ can appoint someone to make financial or medical decisions for them if they cannot make them themself.
Look after loved ones
As a TD Wealth advisor, you will help create a well-thought-out plan that protects the financial security of your clients’ loved ones. Our team of specialists support:
- Creating an estate plan with instructions for distributing your clients’ assets.
- Engaging the right professional to draft legal documents, such as a will.
- Giving to charity and creating the legacy your clients want through the Private Giving Foundation.
