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Grow with us
TD Wealth Private Wealth Management
To thrive in all aspects of your financial life, we believe you must have a comprehensive plan. Our advisors can design a tailored wealth plan that helps you build, preserve, and share your wealth as you see fit. Our balanced approach to managing your finances is carefully crafted with your goals and complex needs in mind.
Key financial services to drive your success
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Wealth Planning
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Investment management
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Estate planning and trust services
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Tax planning and strategies
Building wealth starts with a solid plan
Have your money work for you
Leave a legacy
Preserve your wealth with tax-efficient strategies
Support can be a catalyst for financial success
Liz and Michael - Building a Good Life
As life and finances became more complex, their trusted TD Wealth team helped Liz and Michael move forward.
Video length: 1 min 47 s
Play VideoJessica - Advice to Live By
TD Wealth gave Jessica the support she needed to invest for the future AND enjoy life with her family now.
Video length: 1 min 35 s
Play videoJanique - A Coach by Your Side
Janique relies on financial advice from TD Wealth to help guide her through a difficult setback.
Video length: 2 min 05 s
Play videoLynn - The Gift of Planning
After Lynn lost her father, advice and support from her TD Wealth advisor helped make a difficult life experience easier.
Video length: 2 min 03 s
Play VideoKarl – More is Possible
Karl’s TD Wealth team helped to create a clear path so life after retirement could be everything he imagined.
Video length: 1 min 34 s
Play VideoRob & Robin – Living the Dream
Opening a record store was Rob and Robin’s dream and having a TD Wealth advisor to guide them made it a reality.
Video length: 1 min 34 s
Play videoPolly – Moving forward with the right financial plan
When the unthinkable happened, Polly took charge of her finances with the support of her TD Wealth advisor.
Video length: 1 min 41 s
Play videoNick and Justina – Putting finances into perspective
Business owners team up with their TD Wealth advisor to identify their family's priorities and plan for them.
Video length: 1 min 38 s
Play videoTim – Making sure Patty's legacy lives on
After a life-altering event, Tim created a lasting legacy for his wife with help from his TD Wealth advisor.
Video length: 1 min 19 s
Play videoSteve and Lee-Ann - Creating a personalized financial plan to retire early
Steve and Lee-Ann discovered new possibilities, like early retirement, with advice from their TD Wealth advisor.
Video length: 1 min 30 s
Play video-
Liz and Michael - Building a Good Life
Play Video -
Jessica - Advice to Live By
Play video -
Janique - A Coach by Your Side
Play video -
Lynn - The Gift of Planning
Play Video -
Karl – More is Possible
Play Video -
Rob & Robin – Living the Dream
Play video -
Polly – Moving forward with the right financial plan
Play video -
Nick and Justina – Putting finances into perspective
Play video -
Tim – Making sure Patty's legacy lives on
Play video -
Steve and Lee-Ann – Creating a personalized financial plan to retire early
Play video
Achieve what matters with forward-thinking advisors
Our advisors can bring clarity to questions you may have and provide insights on topics you may not be aware of.
Solutions to ignite your success
What to expect when working with us
Frequently asked questions
Private Wealth Management is a comprehensive and tailored approach to managing the finances of high-net-worth individuals. It incorporates wealth planning, investment management, private banking, estate and trust planning, philanthropy and more. Advisors work closely with clients to build a financial roadmap that helps them achieve their short- and long-term goals.
A TD Wealth advisor can design a plan to help you meet your financial goals. They'll coordinate with other TD Specialists to ensure they cover the key aspects of your finances, including financial planning, retirement, estate and tax planning, investment management, and more.
The minimum requirement for Private Wealth Management is $1,000,000 CDN in investable assets.
When you meet your advisor, expect to have a detailed conversation about your finances, wealth goals, and priorities. The more you share, the more comprehensive your plan will be.
First, think about what you want to achieve and when you want to achieve it, then find an advisor.
More Private Wealth Management topics
Find more content on this and a variety of other wealth topics
Are you ready to meet an advisor?
The TD Wealth Advantage is how we help you reach your financial goals. It starts with exceptional service from top-tier advisors.
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