Find out how you could qualify for cash awards of up to $1850.1
Explore how working with us can help you make the most of what you’ve got with a personalized financial plan.
1Conditions Apply. Offer ends January 31, 2025.
Retirement Planning
Whether planning for an earlier retirement or enriching your retirement goals, we'll work with you to help make it possible.
Estate Planning
With a plan in place, you can decide the fate of your assets and help ensure your wishes are carried out.
Tax Planning
We'll share strategies to help reduce your taxable income by maximizing on tax efficient strategies.
Financial Planning
We'll design a personalized financial plan based on your risk tolerance and long-term goals.
Our approach
You want to make the most of what you’ve got. Our goal is to help you make every step count. As your financial needs and priorities evolve, we can tap into specialists from across TD to help address your wealth management needs.
How we work with you
How we work with you
- We take the time to understand the whole you, beyond the numbers, your goals, motivations, and priorities.
- Together, we'll create a financial plan to help you meet your goals and adapt to changes over time.
- We'll put your plan in action, track your progress, and refine your plan as your goals evolve.
Get started with this limited time offer
You’ve got retirement goals and we can help you get there. Take a big step in your journey with up to $1,8501 when you get started with us. Click the below options for more details.
Terms and Conditions
- For New clients to get the Initial Transfer Award of $250, open an eligible account and transfer $150,000 or more in investable assets from another Canadian financial institution or TD Canada Trust account by January 31, 2025. The assets must be held in the TD Wealth Financial Planning account(s) until November 28, 2025.
- For New and Existing clients to get the Cash Back Award of up to $1,500, transfer $150,000 or more in investable assets from another Canadian financial institution or TD Canada Trust account by January 31, 2025. A minimum of $10,000 of the transfer must be from another Canadian financial institution. Earn 1%, up to $1,500, on the portion of assets transferred from another Canadian financial institution. The assets must be held in the TD Wealth Financial Planning account(s) until November 28, 2025.
- For New and Existing clients to get the $100 Ongoing Transfer Award, set up or increase at least one Monthly Contribution Plan (MCP) or Pre-Authorized Deposit (PAD) of $25 or more in a TD Wealth Financial Planning Account.
- The first deposit(s) for the MCP or PAD must occur by January 31, 2025.
- New clients cannot qualify for the $100 Ongoing Transfer Award unless they also meet the criteria for the Initial Transfer Award.
- Existing clients cannot qualify for the $100 Ongoing Transfer Award unless they also meet the criteria for the Cash Back Award.
- We may change, extend or withdraw this offer at any time without notice.
- You can't use this offer with any other TD Wealth Financial Planning promotions.