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

Building wealth starts with a solid plan

  • TD Wealth advisors include key steps in wealth planning. They help:

    • Assess your current financial situation
    • Define your financial goals and propose strategies to achieve them
    • Monitor and adjust your wealth plan when needed
  • Using tools and valuable insights, TD Wealth advisors:

    • Look for potential financial risks that may arise and ways to mitigate them
    • Use the Wealth PersonalityTM assessment to foster more effective decision-making
    • Stay on top of market changes to ensure you're maximizing opportunities

Support can be a catalyst for financial success

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

  • Get exclusive benefits and personalized support from our Private Bankers.

  • Work with our advisors to develop practical solutions for challenges you may face as an ultra-high-net-worth client.

  • Experience the gratification of leaving an unforgettable legacy. Get help integrating giving into your wealth plan.

  • TD Wealth Private Investment Advice

    Work with a dedicated Investment Advisor to uncover how your money-making decisions can impact your investments. 

  • TD Wealth Private Investment Counsel

    Access tailored wealth investment strategies meticulously designed to help minimize risk and increase assets. 

  • TD Wealth Private Trust

    Have confidence knowing that we're overseeing and administering your trusts within the parameters you've outlined.


What to expect when working with us

  • Initial discovery

    Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

  • Seamless onboarding

    Your TD Wealth advisor will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

  • Personalized strategies

    Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

  • Proactive reviews

    Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Frequently asked questions







More Private Wealth Management topics

Find more content on this and a variety of other wealth topics


Are you ready to meet an advisor?

  • Call us

    Let a TD representative guide you toward an advisor.

    1-844-989-1345 1-844-989-1345
  • Find an advisor online

    Find an advisor online by just answering a few questions.

  • Have us call you

    Request a call from a TD representative to answer your questions at a time that suits you.


The TD Wealth Advantage is how we help you reach your financial goals. It starts with exceptional service from top-tier advisors.


Get in touch