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Private Investment Counsel Portfolio Managers know the importance of developing a solid relationship. They take the time to gain a thorough understanding of your needs and maintain regular contact with you to seek to ensure your portfolio stays in tune with your changing situation and financial goals.
In addition to your Portfolio Manager, you will also have a dedicated Private Client Services Associate available to assist you whenever needed. Your Private Client Services Associate works alongside your Portfolio Manager to provide you with day-to-day operational and administrative support.
All our resources are at your disposal
Your Portfolio Manager is able to draw on all of the resources that TD Bank Financial Group has to offer. Behind all of our investment solutions and day-to-day investment decisions stands a widely recognized team of accredited managers, including TD Asset Management Inc. (TDAM), and several carefully selected external managers who complement our investment options. This team approach and combined expertise offers you extensive specialization in a wide range of investment strategies, and reassurance that your portfolio is always being monitored.
We also work very closely with other members of the Private Client Services team to provide you with fully integrated financial solutions.
The highest standards
We believe that the high level of professionalism and expertise at Private Investment Counsel sets us apart. All of our Portfolio Managers adhere to the Chartered Financial Analyst (CFA) Institute Code of Ethics and Standards of Professional Conduct, the highest ethical standard for professionalism in the investment management profession.
The majority of our Portfolio Managers across Canada are Chartered Financial Analyst (CFA) charterholders. The CFA program is the global standard for portfolio management and investment analysis competence and integrity.
Contact us today
If you're looking for the benefits of a custom-tailored investment portfolio, please contact us today to arrange a meeting with a TD Waterhouse Portfolio Manager or call us at 1-866-280-2022.
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