Private Banking

Your goals and objectives form the foundation for your Private Banker's recommendations and goal planning strategies.

You work closely with your Private Banker to develop your unique financial profile. Your Private Banker brings together the expertise and resources required to ensure you achieve your specific goals and objectives.

Private Banking provides fully integrated banking services, including the convenience and confidentiality of a private teller, extensive lending resources that are focused on minimizing your after-tax cost of borrowing, access to a vast array of investment services, plus estate and trust solutions.

TD Private Client Group provides comprehensive solutions for complicated financial situations. It is a unique, team-based approach, designed to integrate and simplify wealth management for affluent individuals.

Services Available to you at our Private Banking Centres:

We provide fully integrated banking, investment, and estate and trust solutions through our Private Client Centres.

Estates and Trusts

• Estate and trust management and administration as Trustee for the estate
• Power of Attorney administration
• Assistance for clients who are acting as executors
• Income tax planning and preparation for individuals, estates and trusts
• Business Advisory Services:
  • provide the expertise and professionalism needed to plan, administer and manage private business interests held in estates and trusts

Private Investment Counsel

• We are a dedicated and accredited group of professionals who provide full discretionary management and administration of your portfolio. Clients look to our professional portfolio managers to manage their investments because they do not have the time or expertise
• We create a customized investment portfolio through understanding your financial and lifestyle objectives, risk tolerance, income needs and tax situation
• Our investment philosophy centres on the fine balance between preserving capital and growing it responsibly - and the understanding that every investor will have a different balance in mind

TD Waterhouse Investment Advice

Investment Advisors:

• Provide professional, custom-tailored investment advice for clients with complex financial needs
• Help clients identify their financial and investment planning needs and structure their portfolios to preserve and grow wealth
• Provide attentive, innovative and highly personalized management of a client's portfolio
• Provide total administration of all financial and investment needs

Wealth Protection

• Advice and planning for high net worth clients on wealth and estate preservation
• Strategies include:
  • reduce or eliminate tax at death
  • maximize transfer of wealth to next generation in an orderly fashion that maximizes the value of an estate
  • accumulate wealth on a tax-sheltered basis