Business Owners

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

Achieve your vision through a tailored wealth plan

The business and wealth strategies we can create include:

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Credit Solutions

We work with TD Small Business Banking and TD Commercial Banking to help support you with managing cash flow, recommending credit options, etc.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Business Succession Planning

Moving on from a business you've created and nurtured can be very difficult. You want to know it will get the same attention you've put into it, if not more. You can expect us to help create a succession plan that outlines your expectation for the continuity of your business.

Our Commitment

  • Our customers We support our LGBTQ2+ customers across Canada through a variety of inclusive policies, communications, development programs and initiatives. In 2018 alone, we delivered Gender Language and Concepts training to approximately 800 employees and evolved our scope from LGBT to LGBTQ2+ to recognize and be inclusive of the gender and sexual diversity of our community.
  • Our communities TD Bank Group is targeting CDN $1 billion in total community giving by 2030 in four areas: financial security, vibrant planet, connected communities and better health.
  • Our colleagues Our dedicated regional business development managers work across Canada to support the specific needs of our LGBTQ2+ customers.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Women in Business

Providing Women with the right advice, tools and resources to help confidently their business.

2SLGBTQ+ Business Owners

Supporting 2SLGBTQ+ individuals through a variety of inclusive policies, programs and initiatives.

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Black Entrepreneurs

Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you