Skip to content

Financial Planning

Your Financial Plan


Family looking at flowers in a flower shop Creating a plan that's right for you

A financial plan provides you with confidence and peace of mind that all of your financial resources are working together toward your long-term financial goals.

Your TD Waterhouse Financial Planner will work with you to create a plan that can include:

  • Investment and Retirement Planning
  • Tax minimization strategies
  • An assessment of your insurance, Will and estate planning needs

Customized Solutions

A customized financial plan is like a fingerprint. No two are exactly the same. Your plan should reflect your needs in the context of your financial circumstances. That's why your TD Waterhouse Financial Planner makes sure that the choices you make, and the impact of your decisions, are evaluated against your long-term objectives.

To bring your financial efforts into alignment, speak with a TD Waterhouse Financial Planner today. TD Waterhouse Financial Planners are located in select TD Waterhouse Investor Centres and many TD Canada Trust branches across the country.

Locate a TD Waterhouse Financial Planner in your area, or call 1-866-280-2022.