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When you choose to invest through Private Investment Advice, you and your TD Waterhouse Investment Advisor will work through our disciplined and thorough approach to wealth management. Through comprehensive information-gathering, analysis, decision-making and evaluation, you will develop a truly comprehensive and personalized investment strategy.
1. Identifying your financial goals and objectives
- Your Investment Advisor will gain a clear understanding your financial goals through in-depth discussions with you and, if you wish, your family members and other professionals, such as your accountant or lawyer
- Your Investment Advisor will set out your unique personal profile to guide the creation of your customized strategy and to be the benchmark for your success
2. Determining your optimal asset allocation
- Your Investment Advisor will conduct a thorough asset allocation review based on your goals and objectives
- This will indicate a suitable investment strategy, diversification plan, investment portfolio and asset mix to help you meet your specific financial goals
3. Recommending investments appropriate for you
- Investment recommendations will be clear and backed by prudent research and analysis
- The reasons behind investment options and recommendations presented, and their relevance to your financial objectives, will be fully explained
4. Monitoring your portfolio and keeping you informed
Your Investment Advisor will -
- Monitor the investment solutions developed for you so that they can be kept current with your changing needs
- Provide regular reviews, along with comprehensive reporting to help you know where you stand and the reasons for any adjustments that are recommended
Contact us today
If you would like to find out more about enhancing your financial success over the long term, please contact the Investment Advisor nearest you to arrange a meeting or call 1-866-280-2022.
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