Investment Management

Investment management lander

A goals-based approach

The Private Client Group offers every opportunity to help grow and maintain your wealth - through customized investment planning, the guidance of your Relationship Manager, and the skill of seasoned and knowledgeable Investment Advisors.

Our approach to portfolio management

Invest with TD Wealth and we can craft a fully integrated investment strategy (discretionary investment management) - with your involvement and our expert Investment Advisors - and actively manage your portfolio on an ongoing basis. Or, you can manage your own investments (non-discretionary investment services) - make your decisions and choose your allocation - while we act as advisors to support your trades and other investment decisions.

We also offer a full range of brokerage services designed to help meet your needs.

Either way, we start with an in-depth conversation between you and your Relationship Manager and TD Wealth Investment Advisor to gain insight about your financial goals and carry out your wealth management strategy.

 Account Log In

To develop a customized financial strategy, we will:

  • Work with you to understand your short - and long-term goals
  • Gauge risk tolerance
  • Consider current assets and positions

Our commitment to you

Before we develop and implement a strategy for you, we listen and learn, then recommend and discuss ideas with you. Because life isn't static, we conduct regular investment and life reviews to evaluate your investing and wealth management strategies.