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Our clients have children, grandchildren, partners and parents to think about and are concerned about managing their assets, administering a family estate or trust, and preserving and building their wealth for future generations.
They may come to TD Waterhouse Private Trust to plan for the future transition of their assets so that the assets are protected and passed on tax effectively, harmoniously and without delay.
Some are seeking professional assistance in their role as Executors. Others are seeking management of financial care for themselves, a partner or a parent. Still others want to be sure that an inheritance or the proceeds of a business venture are being managed wisely.
All share the strong belief that their financial affairs deserve more coordinated, personal and professional attention.
Experienced and understanding professionals
Estate and Trust Specialists are experienced professionals who know the importance of taking the time to understand your personal situation, your family needs and your financial and estate planning objectives.
They can help define the options that are available to you, recommend effective solutions, and then bring together a team of professionals in investments, estate planning, trusts, taxation and business advisory services to work together to help you achieve your goals. It's an approach that helps you make the very best use of your time and your money.
Integrated and personalized financial solutions
As a member of TD Waterhouse Private Client Services, your Estate and Trust Specialist can call on the resources needed to help you develop fully integrated wealth management solutions. This can encompass banking and credit services, investment planning and management, philanthropic giving and many other key areas of your financial affairs.
Contact us today
If you're looking for guidance on estate and trust issues, simply contact the TD Waterhouse Private Trust office nearest you to arrange a meeting with one of our Specialists or call 1-866-280-2022.
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