The TD Wealth Advantage

Making a difference in the lives of our clients starts with the unique experiences of our advisors.
In this series of videos, we will unpack what it means to be an advisor at TD Wealth.


“We moved over four years ago, and since that time we’ve been growing our assets at 25 to 30% a year.”

Josh Ralph
Senior Investment Advisor, TD Wealth Private Investment Advice
Paul Clark sitting on a video set while a person holds up a slate
Click to play the Our Pillars video
Click to Play the Our Pillars Video

Our Vision

Listen to our leadership talk about the vision for TD Wealth and the TD Wealth advantage.

Goals Based Planning

Four pillars. One vision.

TD Wealth’s four pillars are the foundation upon which we help clients achieve their vision of success. It is our unique value proposition that guides us as we create a well-rounded wealth experience for each of our clients.

group building net worth over desk

Build net worth

Developing effective strategies and investment solutions that align to your clients’ evolving needs.

three generations of family at kitchen

Protect what matters

Integrated strategies that prioritize and protect what matters most to your clients, at every life stage.

advisor with client in boardroom

Implement tax-efficient strategies

Structuring accounts to help reduce tax exposure while keeping income available for when your clients need it.

feet hanging off dock

Leave a legacy

Part of building wealth is defining a legacy. That means providing for a client’s top priorities while optimizing the transfer of their wealth.

Beyond Investment Management

The OneTD Business Model

3 people standing in front of a house, laughing with their arms around each other

A strong network connecting our TD businesses helps to identify TD clients who can benefit from a wide variety of Wealth management services.

As part of TD Wealth, you’ll have access to diverse teams of specialists who can support each client’s unique vision of success. As the lead relationship manager, your role is to combine your expertise with the in-depth services offered from our wealth colleagues. Acting as the relationship manager, you can build a team of specialists around the clients that you service to help achieve their goals.

  • Direct Investing
  • Business Banking
  • Protection
  • Everyday Banking
  • Borrowing
  • Mortgages
  • Trust, Wills and Estate Services
  • Credit Cards
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Man with his back turned to the camera, leaning against a fence, next to a white horse.

Helping you achieve your retirement goals.

Man with his back turned to the camera, leaning against a fence, next to a white horse.

Your legacy is important to us. At TD Wealth, we take a consultative approach with eligible advisors to creating a succession plan based on your timeline to retire to ensure a smooth client transition process. Our program also includes contingencies prior to retirement to help provide protection to you and your family.

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Private Wealth

With strong brand recognition and a solid reputation for tailored advice strategies, TD Wealth Private Wealth Management’s unique 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.

Talk to a Branch Manager


We are dedicated to supporting your growth and helping you succeed. TD Wealth Financial Planning is a place where you can grow, expand your financial expertise, and help clients reach their personal and life goals. If you are a professional in the financial services industry and are passionate about investments and wealth management, we would like to hear from you.

Apply for a role today
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Let’s connect.

Get started by selecting one of the options below:

Private Wealth Management
Financial Planning

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Paul Carson

421 7th Ave. SW. 9th Floor
Calgary AB T2P 4K9


Lisa Wassill

200 Quarry Park Blvd. SE. Suite #130
Calgary AB T2C 5E3


Jonathan Lund

10088 102nd Ave. NW. Suite 2305, 24th Floor
Edmonton AB T5J 2Z1


Jonathan Lund

10715 – 170th St. NW. 2nd Floor
Edmonton AB T5P 0Y5


Lisa Wassill

816 4th Ave. S.
Lethbridge AB T1J 0T2

Medicine Hat

Lisa Wassill

3098 Dunmore Rd. SE.
Medicine Hat AB T1B 2X2

Red Deer

Lisa Wassill

4902 Gaetz Ave. Suite 102
Red Deer AB T4N 4A8

British Columbia


Bhupinder Grewal

34654 Delair Rd. Unit 201
Abbotsford BC V2S 2C9


Tom Ostby

4660 Kingsway, Suite 300
Burnaby BC V5H 4L9


Adam Peters

1140 Johnson St. 2nd Floor
Coquitlam BC V3B 7G5


Jeffrey Dunnill

444 Lerwick Rd. Suite 224
Courtenay BC V9N 0A9


Lars Bjornson

301 Victoria St. #350
Kamloops BC V2C 2A3


Lars Bjornson

1633 Ellis St. Suite 410
Kelowna BC V1Y 2A8


Bhupinder Grewal

8621 201 St. Suite 500
Langley BC V2Y 0G9


Jeffrey Dunnill

5777 Turner Rd. Suite 1
Nanaimo BC V9T 6L8

North Vancouver

Adam Peters

302-1133 Lonsdale Ave.
North Vancouver BC V7M 2H4

Prince George