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Protect Your Assets

Personal Wealth Protection

Personal wealth insurance: couple discussing their personal insurance needs with an insurance specialist

Your Wealth:
Build, Preserve and
Prepare for the future

Make the most of your wealth through all of life's stages

Have you taken measures to preserve the wealth you have worked so hard to accumulate? Do you have a long-term plan to protect your assets and leave a legacy? The TD Waterhouse team of insurance specialists can help you plan how to protect and enhance your wealth now and in the years to come. Together with your advisor, we can work with you to develop strategies that are right for you and preserve value for the next generation.

Ensure Your Financial Well-being

Build a strong foundation for your wealth right through retirement and beyond. Our Life Licensed Estate Planning Advisors and Life Licensed Investment Advisors can assist in developing personal insurance-based strategies to help:

  • Shelter investments from income tax and supplement retirement income
  • Transition wealth to future generations
  • Build wealth and preserve your estate
  • Add more diversity to your portfolio
  • Reduce probate fees
  • Leave a legacy to charity
In developing recommendations for you, TD Waterhouse draws on a full range of life, health and wealth protection products from some of Canada's leading financial services companies.

Life Stages & Strategies

Find out how various personal insurance strategies can meet your specific needs – now and in the future. Samples of stages and scenarios using insurance portfolios illustrate the potential value of these strategies.

Learn More

Take the next step

For more information, please call your TD Waterhouse Advisor for a referral.

All TD Waterhouse insurance products and services are offered by licensed agents of TD Waterhouse Insurance Services Inc., a member of TD Bank Group.

 

Contact Us

Contact your TD Waterhouse Advisor for a referral.

Core Insurance Products

Read about the core insurance products available to you through TD Waterhouse Insurance Services.

Life Stages & Strategies

Review the key life stages along with sample insurance strategies and recommendations.

The above documents are available in PDF format and require Acrobat Reader

Tools & Resources

Brochures:

The above documents are available in PDF format and require Acrobat Reader