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TD Wealth Behavioural Finance
How you make money decisions is unique.
At TD Wealth, advisors use behavioral finance to understand what makes you act and react. The Wealth PersonalityTM assessment reveals your strengths and financial blind spots. Knowing this, advisors can help you make more informed decisions that reflect you and your vision for your future.
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More about the Wealth Personality™ assessment
The Wealth PersonalityTM assessment is a questionnaire based on decades of research and development into what drives decision-making. It shows how our personalities impact our financial decisions. Advisors use this information to tailor their advice, personalize techniques to help you overcome blind spots, and become more emotionally resilient to financial stress so that you stay on track to reach your financial goals.
Other reasons to try the Wealth PersonalityTM assessment:
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The results are confidential between you and your advisor.
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It’s complimentary when you work with a TD Wealth professional.
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It’s exclusive to TD Wealth customers.
Benefits of knowing your Wealth Personality™ profile
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All
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Market Turbulence
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Industry Reports
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Personality and Money Decisions
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Behavioural Finance 101
Common financial blind spots
Even the savviest investors have financial blind spots. When you work with a TD Wealth professional, you'll learn what yours are. They'll share strategies to help you avoid making decisions that can negatively impact your investments.
These are some common blind spots.
Contact an advisor for a full assessment
Uncover your financial blind spots