Our clients are people at every stage of their lives and careers: professionals, executives, farmers, investors, homemakers, and retirees.

They have children, grandchildren, spouses, and parents to think about and are concerned about managing their assets, administering a family estate or trust, and preserving and building their wealth for future generations.

They may come to TD Private Client Group Estates and Trusts to help make sure that family assets are protected and passed on tax-effectively without delay.

Some are seeking professional assistance in their role as Executors. Others want to be sure that an inheritance or the proceeds of a business venture are being managed wisely. All share the strong belief that their financial affairs deserve more coordinated, personal, and professional attention.

Integrated and Personalized Financial Solutions

Your Estates and Trusts Specialist is an experienced professional who takes the time to understand your lifestyle, your family needs and your financial objectives.

We can help define all the options that are available to you, recommend effective solutions, and then bring together a team of professionals in investments, estate planning, trusts, taxation, and business advisory services to work together to help you achieve your goals. It's an approach that helps you make the very best use of your time and your money.

Meeting Your Needs

We recognize and capitalize on the inter-relationships that exist between the many elements that make up your overall financial situation. You might come to us for assistance in any one particular area, but you can be sure that your Estates and Trusts Specialist, supported by a team of professionals, is highly qualified to advise you on:

• wealth preservation
• comprehensive estate planning
• tax minimization, planning and preparation
• establishing trusts
• planned giving
• Powers of Attorney, guardianships and court ordered trusteeships
• protection and transfer of assets
• estate and trust management and administration
• business advisory services for private business interests within an estate or trust
• professional Executor and co-Executor services
• executor and trustee assistance in estate and trust management and administration
• tax-advantaged insurance solutions for preserving wealth

Working together

As your personal and business assets grow, so does the importance of preserving and protecting them for the family members, friends, and charitable organizations that will benefit from your estate.

A comprehensive estate plan, with your Will as a key component, can help enhance your wealth, minimize taxes, and ensure that your wishes are carried out exactly as you intended.

Our Estates and Trusts Specialists work closely with your lawyer or accountant to help prepare appropriate and effective strategies for your personal assets and private business interests. We also plan and administer trusts, establish Powers of Attorney, and can serve as Executor or co-Executor (through The Canada Trust Company) of your Will, performing the services that are required to settle your estate.

An Invitation

Now that you've heard about us, we look forward to hearing from you and learning more about your specific goals and financial need.

TD Private Client Group Estates and Trusts Specialists would be happy to answer any questions you may have. If you would like to learn more about our services or arrange a meeting with one of our Specialists, please contact the Estates and Trusts branch nearest you by consulting our Estates and Trusts Branch Directory.