Cut out the noise.
Hear what matters.
Watch our top story now
Working together to help you achieve what truly matters to you
380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map
Our approach requires gaining a deep understanding of not only your investments but of your total financial picture. This allows us to determine how financial decisions are reached; from taxes to trusts, to types of income and timing of distributions. As your trusted advisory team, we are dedicated to helping you reach a higher purpose for your wealth and to design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. The strength of our services rest firmly on the following four principles:
Our investment offering is supported by the same high-calibre methods and rigour used by TD Asset Management (TDAM) with pension funds and foundations. We focus on risk-adjusted returns, not just returns. We focus on quality and follow a disciplined risk management framework.
We look beyond traditional asset classes, so your portfolio will be constructed and managed to help manage risk and navigate an ever-changing investment landscape. The portfolio we build for you can include a mix of traditional fixed-income and equity strategies as well as innovative alternative investment strategies to help minimize the impact of market downturns on your portfolio. Through our use of TDAM's alternative investment strategies your portfolio can have exposure to asset classes which have sources of return that are less reliant on the direction of the general markets.
Entrusting us with your financial affairs is a responsibility we don't take lightly. Our team has a duty to act in your best interest and we are committed to service excellence, transparency and cost-effective management of your portfolio. In addition, we can provide you access to specialists across TD Wealth and beyond, including:
Toll Free: 1(800) 263-2163
Branch Office: (519) 667-5848
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.