Keeping You Up to DateOur regular print and electronic publications are popular with our clients for their practical content. - NewsNet: This quarterly newsletter, in print and online, covers what you need to know about new products, industry trends and insights, important compliance updates, industry events, and more.
- Ad hoc articles: We periodically email timely articles, written by product experts within TD Bank Financial Group, focusing on breaking news and industry developments such as new tax laws, and provincial and federal budget announcements affecting the investment industry.
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Guides and TipsTD Waterhouse Institutional Services provides you with useful tools such as our Top New Account Application Deficiencies document, Account Transfer Tips, and Frequently Asked Questions on various products and initiatives via our Client Website. We also provide all forms online, along with various user manuals to guide and support you, your team, and your clients.
Client EventsTD Waterhouse Institutional Services hosts a number of client events each year, emphasizing industry education and an opportunity for you to network with industry peers and colleagues. These events are also a chance to learn what’s new behind the scenes at TD Waterhouse Institutional Services. - Client Workshops. Participants and presenters are encouraged to share ideas and discuss the issues that affect their businesses. The workshops are also an opportunity to discuss the latest developments in our technology, products, and services.
- Customer Appreciation Events. The special events we hold allow us to get to know you better, learn more about your business, and introduce you to industry colleagues and our partners within TD Bank Financial Group.
- Annual conference. The TD AMERITRADE National Partnership Conference is one of the investment industry's premier events. It's an opportunity for our clients to meet various people from within the industry in North America, and learn from the industry’s best on topical subjects.
- Sponsorships. TD Waterhouse Institutional Services sponsors a number of industry events conducted by the Investment Industry Regulatory Organization of Canada (IIROC), CFA Institute, and others, which provide educational opportunities for our clients.
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