With over $412 billion in assets under administration, TD Wealth offers comprehensive private investment advice to help clients grow their wealth. Their team of experienced advisors provides personalized strategies tailored to each client’s investment goals, time horizon and risk tolerance. TD Wealth leverages industry-leading research and robust analytical tools to construct customized portfolios of stocks, bonds, mutual funds and other assets. For high net worth individuals, they offer exclusive services through TD Wealth Private Investment Advice to help build, preserve and transition wealth. Their holistic approach goes beyond investing to encompass tax, estate and retirement planning.
Deep expertise in private investment advice and portfolio management
TD Wealth employs over 1,400 investment professionals across Canada who specialize in delivering personalized private investment advice. Their advisors have extensive experience constructing tailored portfolios to help clients achieve their financial objectives. Utilizing advanced portfolio modeling techniques, they can optimize asset allocation taking into account individual risk preferences. With expertise across a diverse range of asset classes including equities, fixed income, real assets, and alternatives, their advisors can recommend the right mix of investments to match each investor’s needs.
Customized private investment advice backed by rigorous research
TD Wealth has an award-winning research team that produces market insights and identifies investment opportunities across asset classes, sectors, and geographies. Their advisors leverage this proprietary research to provide data-driven private investment advice for clients. They combine macroeconomic and quantitative analysis with fundamental bottom-up research across over 4,000 securities globally. Their advisors stay up-to-date on the latest market developments so they can offer timely guidance to help clients capitalize on evolving opportunities.
Sophisticated tools for portfolio analysis and reporting
TD Wealth utilizes advanced analytical systems to support their private investment advice process. Their advisors have access to sophisticated modeling tools for asset allocation, risk assessment, and portfolio optimization. Clients receive customized performance reporting to track portfolio returns versus appropriate benchmarks. TD Wealth’s systems provide advisors and clients with real-time access to portfolios to facilitate informed decision-making and efficient implementation of investment recommendations.
Holistic wealth management services for high net worth clients
For high net worth clients, TD Wealth Private Investment Advice offers a higher level of personalized service. Their dedicated teams advise on wealth structuring strategies, tax and estate planning, philanthropic giving, and other areas to provide truly customized wealth management. With Family Office solutions, they help manage complex asset portfolios across generations. TD Wealth can also facilitate access to private market investments like private equity, real estate, and infrastructure to help qualified investors diversify their portfolios.
TD Wealth has extensive expertise in delivering personalized private investment advice backed by rigorous proprietary research. Their holistic approach aligns investment portfolios with each client’s financial life goals. For high net worth individuals, TD Wealth Private Investment Advice provides exclusive wealth structuring and portfolio management services.