Our Process
A True Family Office Model
Our office is structured to centralize the management of our clients’ financial activities and to provide a full suite of services and advice, engaging TD specialists where needed.
- Investment Management: Structuring and executing investment strategies to help grow and protect generational wealth.
- Estate Planning: Ensuring that wealth is transferred efficiently and according to the client’s wishes.
- Tax Planning: Minimizing tax liabilities through thoughtful planning and strategy.
- Philanthropy: Managing legacy capital, donor advised funds, charitable activities, public and private foundations.
- Lifestyle Management: Supporting our clients through TD’s extensive network.
What We Do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Professionals
Professionals such as doctors, dentists, lawyers and accountants.
Ultra High-Net-Worth and High-Net-Worth Families
We understand that each family has needs which are unique to them and we have the knowledge and experience to create a wealth strategy that is tailored specifically to those needs. Involving other TD specialists at an early stage allows us to build professionally managed portfolios and wealth plans together so that priorities are identified and addressed early.
Business Owners
Our team has experience building and operating an asset management company outside of the bank world, bringing forth a unique ability to understand enterprise clients.
Estates & Trusts
TD Wealth Private Trust provides executor and power of attorney services which include the day-to-day management of estate assets and the management of trust assets.
Foundations and Not-For-Profit Organizations
Donor Advised Funds through the Private Giving Foundation, public and private foundations and endowments.
Farm and Land Owners
If you are considering selling your farm, or transitioning it within your family, our team is uniquely prepared to assist, ensuring funds are professionally managed. We have firsthand knowledge of farming and succession.
Helping you achieve your vision of success
Implementing tax-efficient strategies
Protecting what matters
Leaving a legacy
Integrated wealth services
TD specialists provide full financial coverage.
We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:
Retirement Plan
Retirement Plan
Tax Mitigation Strategies
Tax Mitigation Strategies
Business Succession Advice
Business Succession Advice
Private Banking Solutions
Private Banking Solutions
Customized Credit
Customized Credit
Asset Protection Strategies
Asset Protection Strategies
Estate and trust services
Estate and trust services
Investment Management: Capabilities and Expertise
A cornerstone of wealth strategy, investment management is one of our key strengths. Our team is comprised of licensed portfolio managers who have experience managing global, private and institutional clients. Our investment team philosophy is grounded in rigorous analysis, reefed of emotion.
We use an evidence-based approach based on high quality data to assist our clients with investment decisions and strategy. Our team has a deep understanding and experience managing and evaluating income securities. Practically this is established by: Utilizing institutional collaboration with TD Asset Management to minimize security specific risk.
We work with a team of wealth and investment professionals and follow a robust discovery process and an investment philosophy which revolves around preserving capital and growing it responsibly. In creating your unique portfolio, we draw from the same high-calibre people, methods and rigour used by institutional money managers, like pension funds and foundations, to bring a boutique investment offering to our clients. While each investment mix is born from a client’s personal wealth strategy, the approach behind those investments is highly structured.
We employ a disciplined investment approach which places an emphasis on preserving capital while aiming to deliver consistent and stable returns. This is done in three ways:
We use an evidence-based approach based on high quality data to assist our clients with investment decisions and strategy. Our team has a deep understanding and experience managing and evaluating income securities. Practically this is established by: Utilizing institutional collaboration with TD Asset Management to minimize security specific risk.
We work with a team of wealth and investment professionals and follow a robust discovery process and an investment philosophy which revolves around preserving capital and growing it responsibly. In creating your unique portfolio, we draw from the same high-calibre people, methods and rigour used by institutional money managers, like pension funds and foundations, to bring a boutique investment offering to our clients. While each investment mix is born from a client’s personal wealth strategy, the approach behind those investments is highly structured.
We employ a disciplined investment approach which places an emphasis on preserving capital while aiming to deliver consistent and stable returns. This is done in three ways:
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Initial Discovery
Seamless Onboarding
Personalized Strategies
Proactive Reviews
Who we are
With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.