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Your Portfolio Manager will seek to create a well-balanced portfolio for you by selecting appropriate investment solutions based on your personal objectives, risk tolerance, income needs and tax requirements.
Your portfolio can be made up of one or a combination of the following investment options –
- Individual stocks, bonds and other securities, which can provide a high degree of customization and potentially greater tax efficiencies
- Proprietary funds, which provide access to a wide range of securities that may be more effectively managed within a pooled fund structure
- Alternative investments, such as hedge funds, which have the potential to generate positive returns in many market conditions
- Private equity through TD Capital, which can provide our more sophisticated investors with access to private equity investments
In addition to these investment options, we can also offer you a full range of management styles, including Blue Chip, Growth, Value and Socially Responsible Investment (SRI) options.
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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