TD Wealth Financial Planning Direct


Is TD Wealth Financial Planning Direct right for you?

  • TD Wealth Financial Planning Direct is a service where you work remotely with a team of financial planners to build your personalized financial plan
  • Financial Planning from the comfort of your home or office
  • Available remotely with more flexible hours 8 AM – 8 PM ET, Monday to Friday to help meet your needs
  • TD Wealth Financial Planning Direct may be suitable for you if you have CDN $100,000 or more in investable assets.

Achieve what truly matters to you

No matter what you need, we're here to support you and make sure you receive a financial plan you can feel confident in.

  • Building net worth
  • Saving for a big purchase
  • Implementing tax-efficient strategies
  • Saving for retirement
  • Leaving a legacy

Work with our team of TD Wealth Financial Planners

When you make an appointment to meet one of our financial planners, you'll receive details on what to bring to your first meeting.

  • Develop your financial plan

    Your team of financial planners can recommend strategies for your goals and discuss strategies to help minimize your taxes.

  • Put your plan into action

    Ensure your asset allocation recommendation is in line with your investment timeline and risk tolerance.

  • Communicate on your terms

    Staying informed is important to having confidence in your plan, so we'll be in touch regularly to keep you updated.

  • Get access to TD expertise

    Enjoy access to exclusive thought leadership content on commentaries and market updates from TD specialists.

Discover your Wealth PersonalityTM profile.

Our in-depth discovery process uses the cutting-edge field of behavioural finance to tailor advice and communications to you.


Your questions answered






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Are you ready to get started?

  • Call us

    Let us guide you towards a financial planning solution that's right for you.

    1-844-989-1345 1-844-989-1345
  • Have us call you

    Request a call from a TD representative and you'll hear from them within two business days.