Private Banking

We offer a wide range of solutions to meet your unique needs.

Private Banking takes a holistic approach to meeting your personal and business financial needs through a wide range of wealth management, banking and credit solutions.

Virtually all your banking may be done in our quiet and comfortable surroundings in cities across Canada. Private offices and meeting rooms respect your desire for discretion and confidentiality. Or, if it's more convenient, your Private Banker is available to come to your home or place of business.

Integrated wealth management solutions

Your Private Banker will work with you to help you identify your financial goals and then draw on the expertise of Private Client Services specialists to create and implement your integrated wealth management solution. This can include estate, trust and tax services, business succession planning, investment strategies and investment management. Your Private Banker can also coordinate the work of TD Bank Financial Group specialists in business banking and philanthropic giving.

View the text version of the above image, which illustrates the range of services available through Private Banking.

Sophisticated banking and credit solutions

Personal Banking

Your Private Banker will assist you with your personal and business banking services, including –

• Deposits, bill payments, funds transfers
• U.S. dollar accounts and Canadian chequing and premium rate savings accounts
• Short-term investments including Treasury bills, term deposits, Banker's Acceptances and Commercial Paper
• Foreign exchange transactions and more

Credit services

Your Private Banker understands the important role that credit can play in your financial affairs and can assist you with more complex personal, investment and professional borrowing. Our customized credit solutions can include capital financing for professionals, borrowing for holding companies, lines of credit, and both residential and investor mortgages to support wealth enhancement, preservation and transition.

Structured credit solutions

Your Private Banker, in partnership with our Wealth National Accounts group, can offer structured credit solutions that address your more complex financial, estate and tax planning needs.

Equity monetization

Equity monetization strategies for qualifying individuals are another solution we offer in partnership with our Wealth National Accounts group. An equity monetization strategy can effectively restructure your equity holding, allowing for improved flexibility.

Foreign exchange hedging

With the support of TD Securities Foreign Exchange professionals, we can assist you in managing your foreign exchange currency exposure risk. Our objective is to provide you with access to advice and currency trading execution in order to help you achieve your strategic and financial goals.

Contact us today

If you're looking for the peace of mind of knowing that a skilled professional is looking after your financial well-being, contact us today to arrange a meeting with a TD Waterhouse Private Banker, or call 1-866-280-2022.