Disciplined process
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to TD Wealth Private Investment Counsel
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help.
5. Ongoing Proactive Service
Your Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we'll regularly review your priorities with you, helping you stay on track with your goals.
Discretionary Portfolio Management
Our investment offering is supported by the same proven methods and strategies at TD Asset Management (TDAM), which are used to counsel some of the largest pension funds and foundations in Canada.
Our disciplined asset allocation goes beyond the traditional to focus on your goals through risk-based allocation. Using a rigorous portfolio construction process, we aim to minimize your exposure to market downturns by incorporating innovative new sources of returns that are less reliant on market direction.
You no longer have to make daily investment decisions – you can entrust them to our team. We can manage your money for you, not just with you.
One transparent, asset-based fee with no commision per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
