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Financial Planning

A Financial Planner/Associate Planner can provide:

a dedicated relationship
a personalized goals-based plan
access to TD specialists who offer a full range of products including mortgages, everyday banking and credit
a customized portfolio, made up primarily of TD funds aligned to your investment objectives

And you have $100,000 to $1,000,000 in cash and/or investments.¹

¹Please note that there are no minimums to open a TD Waterhouse Disability Savings Plan (RDSP) at TD Wealth Financial Planning.

This website makes reference to Financial Planners. At TD Wealth Financial Planning, we have Associate Planners, Financial Planners and Senior Financial Planners that may help you with your planning needs. All references to Financial Planner herein, should be treated and interpreted as references to Associate Planners, Financial Planners and Senior Financial Planners.

Private Wealth Management

A Wealth Advisor will connect you with an advisor that fits your needs and who will provide

a dedicated relationship
guidance on complex wealth management needs based on a deep understanding of your priorities
connect you with a core team of TD specialists who can provide advice on wealth matters such as investment management, private banking, trusts, estates, business succession and tax planning
personalized wealth and investment strategies to help you achieve your goals

And you have $1,000,000 or more in cash and/or investments

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To view certification options, please provide a valid location and select an Investment Need from the two choices above.

Updating the available certifications based on your selections.

Advisor or Financial Planner Designations

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The CFP® designation is issued by the Financial Planning Standards Council. The CFP® designation indicates that one has met rigorous ethics, competency and professional practice standards to deliver financial planning.

FP,Certified Financial Planner (CFP®)$%$ The CFP® designation is issued by the Financial Planning Standards Council. The CFP® designation indicates that one has met rigorous ethics, competency and professional practice standards to deliver financial planning.;FP,Personal Financial Planner (PFP®)$%$ The PFP® is issued by the Canadian Securities Insitutue. PFP® professionals have knowledge of the Canadian financial planning and advice space.;FP,Financial Management Advisor (FMA)$%$ The FMA is issued by the Canadian Securities Institute. FMA professionals can provide advice to meet the needs of affluent clients.;FP,Chartered Investment Manager (CIM®)$%$ The CIM® is issued by the Canadia Securities Institute. Knowledge includes specialization in high-level investment strategies tailored to affluent clients.;FP,Planificateur Financier (F.Pl.)$%$ The Pl.Fin is granted by the Institut québécois de planification financière. A Pl. Fin professional can analyze the complex aspects of a client’s financial situation in order to develop a personalized action plan.;FP,Fellow of Canadian Securities Institute (FCSI®)$%$ Most senior credential offered by the Canadian Securities Institute. Individuals must meet the highest standards for education, ethical conduct, industry experience and peer endorsement.;Canadian Investment Manager (CIM)$%$ Specialization in high-level investment strategies and/or discretionary management services tailored to affluent clients.;FP,Certified Financial Planner (CFP®)$%$ The CFP® designation is issued by the Financial Planning Standards Council. The CFP® designation indicates that one has met rigorous ethics, competency and professional practice standards to deliver financial planning.;PWM,Certified Management Accountant (CMA)$%$ Is a professional accounting designation governed by CPA Canada.;PWM,Chartered Financial Analyst (CFA®)$%$ The CFA ® is issued by the CFA Institute. CFA ® charterholders have a strong understanding of advanced investment analysis and real-world portfolio management skills;FP,Fellow of Canadian Securities Institute (FCSI®)$%$ Most senior credential offered by the Canadian Securities Institute. Individuals must meet the highest standards for education, ethical conduct, industry experience and peer endorsement.;FP,Financial Management Advisor (FMA)$%$ The FMA is issued by the Canadian Securities Institute. FMA professionals can provide advice to meet the needs of affluent clients.;PWM,LL.M.$%$ Higher Law degree. TD advisors can not provide legal advice to their clients.;PWM,MBA$%$ Is an advanced university degree.;FP,Personal Financial Planner (PFP®)$%$ The PFP® is issued by the Canadian Securities Insitutue. PFP® professionals have knowledge of the Canadian financial planning and advice space.;PWM,Chartered Investment Manager (CIM®)$%$ The CIM® is issued by the Canadia Securities Institute. Knowledge includes specialization in high-level investment strategies tailored to affluent clients.;PWM,Certified Financial Planner (CFP®)$%$ The CFP® designation is issued by the Financial Planning Standards Council. The CFP® designation indicates that one has met rigorous ethics, competency and professional practice standards to deliver financial planning.;PWM,Fellow of Canadian Securities Institute (FCSI®)$%$ Most senior credential offered by the Canadian Securities Institute. Individuals must meet the highest standards for education, ethical conduct, industry experience and peer endorsement.;PWM,Financial Management Advisor (FMA)$%$ The FMA is issued by the Canadian Securities Institute. FMA professionals can provide advice to meet the needs of affluent clients.;PWM,Personal Financial Planner (PFP®)$%$ The PFP® is issued by the Canadian Securities Insitutue. PFP® professionals have knowledge of the Canadian financial planning and advice space.;PWM,CPA$%$ Is a professional accounting designation governed by CPA Canada.;$%$ I would like an Advisor or Financial Planner with the following designations:;PWM,Certified International Wealth Manager (CIWM)$%$ THE CIWM is issued by the Canadian Securities Institute. The CIWM provides knowledge to serve the integrated wealth management needs for high net-worth clients.;