Open Menu Login Open Menu With COVID-19 top of mind, we're committed to keeping you posted on what we're doing. Learn more Get a preview of your Wealth Personality™ profile. Start here TD Wealth Personalized Financial Planning and Private Wealth Management Work toward achieving your financial goals by developing a financial strategy with a TD Wealth advisor Create a financial plan A TD Wealth Financial Planner can help you define your goals including, but not limited to, investing, retirement planning, and tax strategies, and create a personalized plan to help you achieve them. Grow and protect your net worth A TD Wealth advisor can help connect the dots to create a comprehensive wealth plan that may include strategies related to private banking, portfolio management, and estate and will planning. Wealth management and financial planning tailored to you. Business Owners Healthcare Professionals Your Priorities, Our Expertise. Work with a TD Wealth advisor about growing your wealth, protecting your assets, tax strategies, estate and will planning to help set financial goals and achieve what matters most. Discover how Think beyond investments—when you work with a TD Wealth advisor Finding the right advisor to help you define your goals and creating the plan to achieve them is important. In fact, research shows: Nearly two-thirds of individuals working with an advisor strongly trust their wealth advisor to give sound advice1 47% credit their financial planner for achieving better returns2 You're not alone. Your TD Wealth advisor is here to help: Recognize the inevitable challenges of market and life changes, and continually adjust your wealth plan to align your goals Understand your financial priorities, emphasizing the big picture and what matters most throughout your financial journey Create a plan that makes sense and answers your question: "do I have enough? Find an advisor You’re more than just a set of numbers Our in-depth discovery process uses the cutting-edge field of behavioural finance to understand your wealth personality. How does it work? By answering questions you’ll help us uncover your unique wealth personality Together, we’ll use that understanding to tailor financial advice and communications to you Learn more Create a wealth plan to target your unique goals Get the personalized wealth advice you need that TD has been committed to delivering for over 150 years. 1852 Year The Bank of Toronto was founded $245 billion1 Value of assets invested through TD Wealth Financial Planning and TD Wealth Private Wealth Management2 300,000+1 Number of Canadian households working with TD Wealth Financial Planning and TD Wealth Private Wealth Management2 2200+1 TD Wealth advisors ready to help Uplifting people through diversity and inclusion TD Ready Commitment Proposing C$1 billion by 2030 towards helping make the world a better, more inclusive place. LGBTQ2+ Supporting LGBTQ2+ individuals through a variety of inclusive policies, programs, and initiatives. TD Wealth for Women Supporting women's financial goals to help grow and protect your wealth at every life stage. Legal Are you ready to meet an advisor? Call us Let a TD representative guide you toward an advisor. 1-844-788-0322 Find an advisor online Answer a few questions to help find an advisor online. Find an advisor Have us call you Request a call from a TD representative to answer your questions at a time that suits you. Request a call Have a question? Find answers here Ask us Popular questions Need to talk to us directly?Contact us Connect with TD Twitter Facebook Instagram YouTube Linkedin Privacy & Security Legal Accessibility About Us We're Hiring Ad Choices & Personalization Site Index IIROC AdvisorReport