A Personal Relationship with your Portfolio ManagerWhen it comes to creating an investment portfolio that's right for you, the solution should be designed by a person who understands your individual needs and goals. That's exactly what TD Privately Managed Portfolios offer you.
With TD Privately Managed Portfolios, your Investment Advisor is also your Portfolio Manager, responsible for building and managing your investment portfolio, as well as making all the day-to-day investment decisions. A qualified professional working with youTD Waterhouse Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet our stringent qualifications. With TD Privately Managed Portfolios, you'll also benefit from:The freedom to delegate day-to-day investment decisions
With TD Privately Managed Portfolios you spend your time enjoying what matters to you, while your Portfolio Manager looks after your investments.Comprehensive reporting
Monthly statements, quarterly performance reports and year-end reports will be sent directly to you to ensure that you know how your investments are tracking to your goals.Tax planning advantages
With TD Privately Managed Portfolios, you own your own securities directly, which gives you the flexibility to develop and pursue an effective tax planning strategy.One inclusive management fee
The management fee you pay on a non-registered plan may qualify as a tax deduction. Talk to your tax advisor about your specific situation.
Talk to a TD Waterhouse Portfolio Manager about TD Privately Managed Portfolios today.
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