Your unique wealth personality drives more in-depth wealth advice.

Welcome to TD Wealth - personalized planning and advice

Confidence in reaching your goals can start with a TD Wealth advisor

When you have a specific goal in mind

Every goal starts with a plan. Especially a financial goal. A TD Wealth Financial Planner can help, by first understanding your goals—no matter where you are in life—then building a plan with you to meet them.

Learn moreWhen you have a specific goal in mind

When your financial picture is more complex

You've worked hard to build wealth for yourself and your family. Now, how do you ensure you can protect, grow and pass it along? You may benefit from the comprehensive wealth management services available through TD Wealth Private Wealth Management.

Learn moreWhen your financial picture is more complex
Estate planning can help your and your family for generations to come

Think beyond investments—when you work with a TD Wealth advisor

When investors work with a wealth advisor, research shows:

  • Nearly two-thirds strongly trust their advisor to give sound advice1
  • 47% credit their advisor for achieving better returns2

What's more, your advisor will be there for you to help:

  • Recognize the inevitable challenges of market and life changes, and continually adjust your plan to align with your goals
  • Understand your priorities—while emphasizing the big picture and what matters most throughout your financial journey

You’re more than just a set of numbers

Our in-depth discovery process uses the cutting-edge field of behavioural finance to understand your wealth personality.


How does it work?

  • By answering questions you’ll help us uncover your unique wealth personality
  • Together, we’ll use that understanding to tailor financial advice and communications to you

Create a plan to target your unique goals

We work with our clients and provide advice about individual financial circumstances at every life stage.

1852

Year The Bank of Toronto was founded

$245 billion1

Value of assets invested through TD Wealth Financial Planning and TD Wealth Private Wealth Management2

300,000+1

Number of Canadian households working with TD Wealth Financial Planning and TD Wealth Private Wealth Management2

2200+1

TD Wealth advisors ready to help

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