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Other Services

Other integrated wealth management services available through TD Private Client Group.

Our team-based service is designed to integrate and simplify personal wealth management for high net-worth individuals. TD Private Client Group uses a multi-disciplinary approach to develop comprehensive and customized solutions for each client including strategies relating to investment, estate and trust, insurance, financial planning, portfolio management and private banking. Within TD Private Client Group, you can access the services of the following members of the TD Bank Financial Group through your Estates and Trusts Specialist:

Private Investment Counsel is a specialized service for clients with portfolios in excess of $300,000, who want a skilled group of investment professionals to provide full discretionary management and administration of their portfolios.

TD Waterhouse Investment Advice, a division of TD Waterhouse Canada Inc., is a full service investment firm whose professionals provide advice on investments, retirement and portfolio planning.

Wealth Protection provides advice and insurance-based solutions that focus on minimizing the impact of taxes on the value of an estate.

Private Banking offers high net worth individuals the service and expertise they need, the privacy they want and the recognition they deserve.