At TD Wealth Private Investment Counsel, our boutique investment offering is supported by the same high-calibre people, methodologies and rigour used by TD Asset Management Inc. with its institutional clients such as pension funds and foundations.

• An institutional investment approach inspired by best practices from pension funds and foundations for affluent investors based on responsible growth and capital preservation over speculation.
• Goals-based approach to help clients grow, protect and transfer their wealth.
• Active investment management through a discretionary approach, which frees clients from the day-to-day portfolio management responsibilities.
• Diversification is what we do. We don't collect investments; we meticulously combine and manage them based on your goals.
• Clients are involved in the design of the portfolio from the asset allocation level.

Where appropriate, we believe in providing our clients with a well constructed investment plan that offers true diversification. One that balances broad asset allocation, risk-factor diversification with a deep understanding of financial behavior.

Philosophy: Portfolio management begins and ends with a well-defined investment philosophy, a determined portfolio construction process and a robust commitment to risk management.

Asset Class: A greater spectrum of asset classes which may include: cash, fixed income, equities, currency, commodities, private capital, real estate and infrastructure.

Risk Factor: Investment portfolios have a kind of DNA, composed of numerous risk factors some of which include Equity, income, volatility, liquidity, real asset and foreign exchange.

Behaviour: We all have investing blind spots and we use discovery tools to help clients make better decisions by better understanding themselves.