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Private Investment Counsel


Portfolio Customization

A client and Portfolio Manager discussing portfolio customization. Flexibility to help meet your goals

As your assets grow, your Portfolio Manager's ability to customize your portfolio is important for your long-term success.

Your Portfolio Manager will 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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