TD Wealth Private Investment Advice

IMPORTANT ACCOUNT HOLDER INFORMATION

If you have any questions about the information provided on this page, please contact your Investment Advisor.

These documents are in PDF format and require Adobe Acrobat Reader.



September 30, 2024	Updates to your TD Waterhouse Canada Inc. Options Trading Agreement, Derivatives Risk Disclosure Statement, and Best Execution and Fair Pricing Client Disclosure (172 KB)
June 30, 2024	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (118 KB)



December 31, 2023	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (118 KB)
June 30, 2023	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (93 KB)



December 31, 2022	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (196 KB)
June 30, 2022	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (54 KB)



December 31, 2021	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (61 KB)
June 24, 2021	Important Information and Reminders for your TD Waterhouse Canada Inc. account(s) (97 KB) TD Waterhouse Canada Inc. Conflicts of Interest Statement (78 KB)
April 1, 2021	Changes coming to your TD Waterhouse Canada Inc. accounts in 2021 (28 KB)



December 31, 2020	Important Information and Reminders (57 KB)
October 30, 2020	TD Waterhouse Canada Inc. Account and Services Agreement and Disclosure Documents \| Summary of changes effective December 31, 2020 (73 KB)
July 2, 2020	Important information for TD Waterhouse Canada Inc. Account Holders ( 35 KB)



December 30, 2019	Summary of Updates and Reminders For your TD Wealth Private Investment dvice accounts Changes coming in 2020 (78 KB)
June 28, 2019	Important information for TD Waterhouse Canada Inc. Account Holders (29 KB)



December 31, 2018	Important information for TD Waterhouse Canada Inc. Account Holders (31 KB) Helping You Prepare for the 2018 Tax Season (178 KB)
July 31, 2018	Important notice regarding your TD Wealth Private Investment Advice Federal Life Income Fund (LIF) (681 KB) Important notice regarding your TD Wealth Private Investment Advice Federal Locked-in Registered Retirement Savings Plan (LRRSP) (676 KB) Important notice regarding your TD Wealth Private Investment Advice Federal Restricted Locked-in Savings Plan (RLSP) (676 KB) Important notice regarding your TD Wealth Private Investment Advice Federal Restricted Life Income Fund (RLIF) (683 KB)
July 20, 2018	Important information for TD Waterhouse Canada Inc. Account Holders (43 KB) We have made more changes that will allow you to access information about your account sooner. (107 KB)
June 4, 2018	Important notice regarding your TD Wealth Private Investment Advice Ontario Locked-In Retirement Account (LIRA) (256 KB) Important notice regarding your TD Wealth Private Investment Advice Manitoba Life Income Fund (LIF) (234 KB) Important notice regarding your TD Wealth Private Investment Advice Manitoba Locked-In Retirement Account (LIRA) (233 KB)
May 14, 2018	Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Income Fund (RIF) accounts (256 KB) Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Retirement Savings Plan (RSP) accounts (234 KB) Important amendments to the Declaration of Trust for TD Waterhouse Self-Directed Tax-Free Savings Accounts (TFSA) (233 KB)
April 2, 2018	Important Changes to TD Waterhouse Canada Inc. Account Holder Information Effective: April 1, 2018 (301 KB) Private Investment Advice Relationship Disclosure (388 KB)
January 19, 2018	Important information regarding your TD Waterhouse Retirement Income Fund (RIF) (63 KB) Important information regarding your TD Waterhouse Retirement Savings Plan (RSP) (66 KB) Important information regarding your TD Waterhouse Tax-Free Savings Account (TFSA) (64 KB)



December 29, 2017	Important Information about Leverage Risk / Important Notice for Insiders and Significant Shareholders (60 KB) Helping You Prepare for the 2017 Tax Season (50 KB)
Sept. 29, 2017	Important Changes to Private Investment Advice Relationship Disclosure (74 KB)
June 30, 2017	Important details concerning TD Wealth Private Investment Advice Account Holder Information (11.1 MB)
March 31, 2017	We are pleased to provide you with a guide to the new information on your account statement (38 KB)



December 30, 2016	Important Changes to TD Waterhouse Canada Inc. Account Holder Information (145 KB) TD Waterhouse Canada Inc. Valuable Tax Information for 2016 (1974 KB) Learn about important enhancements to your account statement effective March 31, 2017 (236 KB)
October 24, 2016	Important Notice for Unified Managed Account (UMA) holders – Quarterly Performance Report Discontinued (34 KB)
June 30, 2016	TD Wealth Private Investment Advice – Fund Facts (52 KB) Important details concerning TD Wealth Private Investment Advice Account Holder Information (69 KB)

TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of the Toronto-Dominion Bank.