TD Wealth › Why TD

Why TD

Why choose TD Wealth?

Whether you are starting your journey
to save and invest or have accumulated
significant wealth, you can rely on
TD Wealth to provide open, straightforward
advice to help you realize your life's goals.

Meet an advisor

A leading financial institution

TD Wealth is an integral part of the TD Bank Group, which has
22 million customers worldwide, 85,000 employees and
CDN $835 billion in assets under management1. In 2013, the
TD Bank Group was named one of the world's strongest banks
(Bloomberg Magazine) and one of the world's safest banks
(Global Finance Magazine, August 2013). Rely on this respected and trusted global organization to manage your wealth.

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What sets us apart

When you choose TD Wealth, you will benefit from the knowledge provided by your own accredited advisor and gain access to some of the industry's most highly regarded investment analysts, economists and market strategists:

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TD Asset Management Inc. (TDAM).

One of Canada's leading investment management firms (with CDN$200 billion in assets under management as of
December 31, 2013), TDAM delivers a broad spectrum of mutual fund and portfolio solutions for 1.4 million retail, pension and institutional investors. TDAM's team of portfolio managers provides thought leadership for TD advisors and publishes Forward Perspectives to help advisors make informed decisions. In addition, TDAM maintains strategic relationships with a select group of third-party mutual fund managers that provide specialized expertise in certain categories or asset sectors.

Wealth Advisory Services.

This team of dedicated professionals specializes in different areas, including estate planning, business succession planning, custom credit strategies and philanthropy. They are available to work with you and your advisor should you need their expertise.

TD Economics.

This team covers the globe, analyzing economic performance and the implications for investors like you, with emphasis on Canada, the United States, Europe and Asia.

Portfolio Advice & Investment Research (PAIR) team.

This team of investment professionals delivers guidance on investment strategies for a variety of investor needs as well as advice and perspective on a wide range of investment solutions available across
TD Wealth.

TD Securities Inc.

The TD Securities Brokerage Desk offers pricing and market intelligence in fixed income, equities, money market, foreign exchange and structured notes to our advisors. TD Securities was the #1
Block Trader in 2013 and #1 in Corporate Debt Underwriting in 2013 (Bloomberg).


TD Wealth regularly makes available economic reports, videos, analyses and more. Visit the Market News and Commentary page to learn more.

Infographic illustrates that we help you reach your goals through understanding, confirmation, determining solutions, presenting solutions, implementing solutions, and ongoing management and review


Our approach to
wealth management

Whether you are just beginning to build an investment portfolio, want to build on your existing assets or have broad wealth management needs, our approach to managing your wealth and helping reach your unique goals starts with you.


Evaluating needs

As you progress through life's stages, your goals can change and your needs may broaden. Your advisor will be with you every step of the way, to provide you with straightforward advice.

  • Balancing today's priorities with tomorrow's goals
  • Investment management and wealth planning
  • Tailored wealth management services

Infographic illustrates that over time your needs can become more complex and you work with your advisor to progress from balancing today's priorities with tomorrow's goals to investment management and wealth planning to tailored wealth management services

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TD: Taking responsibility

TD has a deep commitment to corporate responsibility, which encompasses four key themes:

1. To be client-focused. Our primary goal is to deliver exceptional service and honest advice.

2. To build an extraordinary workplace. We strive for a workplace of total engagement so that our employees deliver the exceptional service you deserve.

3. To be an environmental leader. A healthy economy depends on a healthy environment. We're working to make TD as green as our logo.

4. To strengthen our communities. TD supports more than 6,000 community organizations to help make a lasting impact.