portfolios to help give
peace of mind
Guidance and management for you to invest with confidence and focus on life's opportunities
To make the most of your investments, your TD Waterhouse Financial Planner can recommend a personalized and professionally managed portfolio solution.
1-866-280-2022
With active management of your portfolio through TD Asset Management Inc., you can confidently shift your attention from the day-to-day investment decisions and look ahead to life's opportunities.
Benefits of a managed portfolio
TD managed solutions deliver the benefits of professional portfolio management:
- Expert management. Investment decisions are made by TD Asset Management Inc., one of Canada's top-ranked investment firms.
- Proven asset allocation strategy. Portfolios are constructed to closely match your goals and risk tolerance, from conservative to growth.
- Ongoing active rebalancing. Investment mix and selection is actively managed to position portfolios to take advantage of market conditions.
Your TD Waterhouse Financial Planner will work with you to determine the managed solution best suited to your personal situation and financial goals:
TD Managed Assets Program
- Portfolios built on the strength of TD Mutual Funds
- Thoroughly researched and well-diversified across asset classes and around the world
- Portfolio selection based on your investment goals, time horizon and risk tolerance
- Personalized, semi-annual performance report
TD Strategic Managed Portfolios
- Suitable for investment portfolios of $100,000 or more
- Portfolios are constructed using investment funds which are underpinned by leading investment strategies offered by TD Asset Management Inc.
- Offers tax-efficient options for investing outside of a registered account
- Enhanced and personalized quarterly performance and year-end reporting
- Competitive fees based on your total assets in the Program
To learn more about our managed portfolio solutions,
contact a TD Waterhouse Financial Planner.
