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Investment Counsellors

Advantages of Outsourcing to Us


TD Waterhouse Institutional Services helps to make your business more efficient and effective, provides the support you need to grow, and gives you the peace of mind you need to focus on your business.

  • Dedicated resources. You will have a dedicated Relationship Manager; and a full support team to meet your day-to-day needs, including training and implementation.
  • Simplicity and consistency. Working with TD Waterhouse Institutional Services as your single custodian, day-to-day transactions and procedures remain consistent. Your dedicated service team will be your one point of contact, for all your servicing needs.
  • Security. We provide secure systems, data storage, and state-of-the-art Business Recovery Facilities so you can continue to conduct your business under any circumstances.
  • Access to TD Bank Financial Group resources and technology. We benefit from access to TD Bank Financial Group products, services, and technology, selecting those that are appropriate, and then making them available to you.

Learn more about the core services and technology we offer you and your business.