The Vision
Paul Clark, Executive Vice President, TD Wealth Management and TD Wealth Financial Planning says:
The vision for TD Wealth advice begins by attracting and developing Canada’s best wealth advice professionals.
It’s grounded in providing them access to over 13 million retail clients in Canada.
And it’s anchored in the belief that our role as wealth advisors is multi-generational.
Isabelle Menard, Vice President and Regional Head, Quebec & Atlantic, TD Wealth Private Wealth Management says:
What’s important for us is that we can serve clients from A to Z, whether they’re businesses, individuals or people who require our private wealth services.
David Terry, Vice President, Head of Financial Planning, TD Wealth Financial Planning says:
We really put the client at the center of everything that we do.
Many firms talk about that, but we actually put that as a priority in terms of the way that we operate.
OneTD
Ryan McNally, Senior Vice President, Head of Wealth Advice Distribution, TD Wealth Management and TD Wealth Financial Planning says:
If you are an advisor thinking about joining us, one of the most important questions you’d ask is, how do I navigate such a large bank?
And our view is, we don’t want you to have to do a lot of work there.
We have a commitment to OneTD, which means that up and down, all of our leadership into the field, in our product groups, we view ourselves as part of one enterprise, we work together.
We’re committed to that.
Susan Mabley, Associate Vice President, Wealth Advisory, Planning and Head of Private Trust, TD Wealth Private Wealth Management says:
OneTD, I’d say, recognizes that our clients are multifaceted.
Hanif Dharamsi, Vice President, Head of Private Banking, TD Wealth Private Banking says:
What that means as a new Investment Advisor in our organization is you’re partnered with local branches, local commercial branches, local partners in different parts of the organization to help to meet the client’s needs, and refer them in to grow your book of business.
Building Teams
Craig Meeds, Vice President, Head of Investment Management Practices and Wealth Insurance Services, TD Wealth Private Wealth Management says:
We will empower our advisors to build the team that they need to build to most effectively service the needs of their clients.
More than half of our top advisors are part of a formal team today.
That’s what we do differently.
Brokerage Report Card
Craig Meeds says: Brokerage report card is an independent survey conducted by Investment Executive that surveys a number of advisors across all the brokerage firms in Canada.
We underperformed our peers in 2021. And I would say it’s a bit of a reflection of the growing pains that we’ve had as an organization.
We have grown dramatically over the past couple of years, and we’ve asked a lot of our Investment Advisors in order to fulfill the needs of our clients.
Ryan McNally says: Since the report card has been published, we’ve already taken some incredibly important actions that we were already committed to, to ensure that we’re addressing the core issues.
We are investing in solutions, and I am already seeing improvement. And more importantly, I’m hearing from advisors that they are seeing improvements.
The Message
Paul Clark says:
If I was an advisor thinking about joining any firm, the first question that I would ask is, how serious are you about growing this business?
At TD, our advice businesses are the fastest growing businesses in the bank.
They’re the ones that receive the most executive attention.
They’re the ones on a relative basis that are receiving the most investment dollars.
That matters.
Craig Meeds says: If you’re interested in joining an organization that is truly committed to you, and allowing you to be who you want to be, this is the organization for you.
Because we do that for advisors every single day.
TD Wealth.
Filmed in July 2022. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank.
TD Wealth Private Wealth Management represents the products and services available through TD Wealth Private Investment Advice (a division of TD Waterhouse Private Investment Counsel Inc.), TD Wealth Private Banking (offered by The Toronto-Dominion Bank) and TD Wealth Private Trust (offered by The Canada Trust Company).
TD Commercial Banking and TD Small Business Banking represent the products and services offered on behalf of The Toronto-Dominion Bank (R). The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.