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.

“Coming to TD, we were afforded the ability to have an equal partnership across three different people, and we were allowed to pool our resources and our skills together.”

Louise Fry
Senior Investment Advisor,
TD Wealth Private Investment Advice
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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.

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Build net worth

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

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Protect what matters

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

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Implement tax-efficient strategies

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

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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.

Diversity and Inclusion

Our Commitment

When you join TD, you’ll be part of a culture that recognizes the unique talents of everyone on the team to discover new ways of thinking. We’ve created a business where each and every colleague and client can be their true self regardless of background, religion, race, gender, physical ability or sexual orientation.

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Click to play the Diversity & Inclusion video
Click to Play the Diversity & Inclusion Video

Beyond Investment Management

The OneTD Business Model

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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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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.


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.

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Let’s connect.

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