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Private Investment Counsel

Portfolio Customization


A client and Portfolio Manager discussing portfolio customization.Flexibility to help meet your goals

As your assets grow, your Portfolio Manager's ability to customize your portfolio may be an important part of your long-term success.

Your Portfolio Manager will seek to create a well-balanced portfolio for you by selecting appropriate investment solutions based on your personal objectives, risk tolerance, income needs and tax requirements.

Your portfolio can be made up of one or a combination of the following investment options –


  • Individual stocks, bonds and other securities, which can provide a high degree of customization and potentially greater tax efficiencies
  • Proprietary funds, which provide access to a wide range of securities that may be more effectively managed within a pooled fund structure
  • Alternative investments, such as hedge funds, which have the potential to generate positive returns in many market conditions
  • Private equity through TD Capital, which can provide our more sophisticated investors with access to private equity investments

In addition to these investment options, we can also offer you a full range of management styles, including Blue Chip, Growth, Value and Socially Responsible Investment (SRI) options.

Contact us today

If you're looking for the benefits of a custom-tailored investment portfolio, please contact us today to arrange a meeting with a TD Waterhouse Portfolio Manager or call us at 1-866-280-2022.


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