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Client Support Services

Educational Resources and Events


Two investment professionals shake hands at a networking eventLearn, network, and develop a winning edge

You benefit from the expertise, tools, and resources available through TD Waterhouse Institutional Services.

Through the TD Bank Financial Group network, you have access to the best minds in the business to aid you in your professional and business development.

Regular Communications to Keep You Informed

To keep clients informed about news and events, we provide regular communications on new processes, procedures, and regulations.

You will also receive useful reference and learning material such as guides and tips. Throughout the year, we hold various client appreciation and educational events to stay in touch and provide you with networking opportunities.

Expertise from TD Bank Financial Group

As our client, you have access to the specialists at TD Waterhouse, and can leverage their expertise to your advantage.

This includes top in-house research and analysis from TD Securities Inc., TD Waterhouse Portfolio Advice & Patricia Lovett-Reid, Senior Vice President, TD WaterhouseInvestment Research (P.A.I.R.), and more.

Patricia Lovett-Reid, Senior Vice President of TD Waterhouse Canada Inc., hosts Canada's premier personal finance show "MoneyTalk" on BNN.

Our clients may also have the opportunity to appear on "MoneyTalk." This program offers national exposure to a valuable target audience.

TD Economics provides exclusive research publications, commentaries, and analysis of current developments, forecasts, and special reports. You can also listen in on an informative monthly conference call with economists and analysts.


Institutional Services

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