TD Wealth provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. TD Wealth consists of:
TD Direct Investing
- TD Direct Investing provides financial services to clients who manage their own investments and empowers them to do so with confidence through state of the art technologies and access to information and support. We acquire and service clients through our Investor Centres (across Canada), Investor Service Centres (in Ottawa, Markham and Montreal), investor education and our partnership with TD Canada Trust (TDCT) and Advice channels.
TD Wealth Financial Planning
- TD Wealth Private Investment Advice offers dedicated Investment Advisors that work with clients on an ongoing basis to develop a deep understanding of their current financial circumstances, immediate priorities and goals.
TD Wealth Private Wealth Management
- Private Wealth Management provides an objective, client-centric solution in the High Net Worth segment Advisors and professionals work with clients on an ongoing basis to develop a deep understanding of their current financial circumstances, immediate priorities and goals and provide clients with the highest level of tailored advice and integrated wealth management solutions.
TD Asset Management
- TD Asset Management (TDAM) offers investment solutions to corporations, pension funds, endowments, foundations and high net worth individuals, and we manage retail mutual fund assets on behalf of almost 2 million investors, overseeing more than $306 billion of investments*.TDAM offers solutions to meet a wide range of client needs. Whether you are an individual saving for retirement, a family seeking greater financial security or someone responsible for corporate or pension assets, we have a long track record of helping our clients meet their investment goals. Our broad selection of strategies and solutions includes active fundamental, active quantitative and passive portfolio management, as well as customizable services such as currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and liability driven investment solutions.
*As of June 30, 2016