Astute Wealth Counsel with Passion and Integrity

As a team of highly-experienced and accredited Portfolio Managers, we serve a select group of high net worth clients, overseeing their family wealth and legacy planning with professional, quality and trustworthy advice they can fully understand.

Understanding that TRUST is a process, we begin to build it from our first meeting. We follow up to summarize what we’ve discussed and then build confidence over time by being consistent, giving insightful advice, demonstrating knowledge based on long experience, collaborating with the right TD specialists, investing our time generously, and communicating openly.

We strive to:

• Be Stewards of Your Family's Wealth

• Provide professional, quality and trustworthy advice in a manner that you can fully understand

• Build strong relationships

• Place your family as our top priority

• Oversee your family's wealth and legacy planning

• Aim to be transparent, honest and open regarding our process, day-to-day services, fees, and all facets of your account.

• Create your personal Investment Policy Statement (IPS) and manage your portfolio within guidelines determined together to help meet your goals and objectives

• Issue statements that clearly show your returns and costs (Full online viewing access)

• Provide objective advice based only on what’s right for you and does not depend on any product trailer fees or commission

Bridging Multiple Wealth Needs

We are committed to finding solutions for you beyond investment management and can connect you with TD specialists who have background in law and/or accounting to provide their expertise in the areas of Will & Estate Planning, strategic tax solutions, insurance planning and Business Succession. In addition, we can leverage our broad network across TD Bank Group and connect clients with the relevant specialists at Private Banking, Commercial Banking, personal and business mortgages and retail banking.

Owners and operators of family businesses can take advantage of the expertise of Business Succession Advisors at TD Wealth, who can deliver valuable advice regarding the transition of a business

Learn what it’s like to work with us -  Ask us for references  

Advantages of working with TD Wealth Private Investment Counsel

We can offer affluent investors an elevated wealth experience by utilizing the Four-Pillar approach to Wealth Management at TD Wealth:

1. Build Your Net Worth
2. Implement Tax-efficient Strategies
3. Protect what matters using insurance structures
4. Leave a Legacy using proper planning

TD Wealth Private Investment Counsel is an investment offering tailored for affluent clients that leverages the investment capabilities and rigour that TD Asset Management utilizes with Institutional clients such as pension funds and foundations.