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Preserve Your Wealth
Whether you’re in retirement or close to it, get clear advice and solutions for income generation in retirement, legacy planning and investment management.
A holistic approach to your wealth and retirement
You've worked hard to build your financial assets, and our team-based approach will focus on your goals, objectives and dreams. Our services are best suited for those with $750,000 or more to invest with us, which is a significantly lower minimum than our national competitors.
Make a plan to preserve your wealth with help from TD Wealth Private Client Group:
- Retirement and Wealth Planning
- 投資管理
- Legacy Planning
- 私人銀行服務
Discover the TD Wealth difference
- Why TD Wealth: Our personalized approach to managing your wealth and planning for retirement sets us apart from other banks
- Wealth advice: Read articles from the TD Wealth leadership team
Related investing and financial information
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Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.
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重要資訊
Investment Products and Insurance:
未投保FDIC
Not a Bank Deposit
Not Insured by any Federal Government Agency
無銀行擔保
可能會失去價值
The information on this web site does not provide individual financial, legal, tax, trading or investment advice. 過往業績無法保證未來結果。
The content contained here should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The products and services presented here are not suitable for all investors.特定投資或交易策略應根據相關的個人投資目標和風險承受能力進行評估。 Readers are urged to seek professional advice with respect to their specific financial, legal, tax, trading or investment matters.
This content is for informational purposes only and is not an offer or solicitation to buy or sell any security or other financial product or instrument. TD Bank and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any security, strategy, or investment product.
Forward-looking Statements: Certain content presented here may contain forward-looking statements (“FLS”) that are predictive in nature and may include words such as “expects”, “anticipates”, “intends”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. FLS are based on current expectations and projections about future general economic, political and relevant market factors, such as interest and foreign exchange rates, equity and capital markets, and the general business environment, assuming no changes to tax or other laws or government regulation or catastrophic events. Expectations and projections about future events are inherently subject to risks and uncertainties, which may be unforeseeable and may be incorrect in the future. LS are not guarantees of future performance.實際發生的事件可能與前瞻性陳述明示或暗示的事件存在實質差異。包括上文所述各項因素在內的多個重要因素均可能造成這種背離。您不應在任何程度上依賴於前瞻性陳述。 We may not update any FLS.
Affiliates: TD Bank and its affiliates and related entities provide services only to qualified institutions and investors. This content is not an offer to any person in any jurisdiction where unlawful or unauthorized. No part of this may be reproduced in any form, or referred to in any other publication, without express written permission.
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Investment Risks:
Investing involves risk: Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Asset allocation/diversification/rebalancing do not guarantee a profit or protect against a loss. Past performance is not a guarantee of future results.
Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, prepayment risk, and inflation risk. Corporate debt securities are subject to the risk of the issuer's inability to meet principal and interest payments on the obligation and may also be subject to price volatility due to factors such as interest rate sensitivity, market perception of the creditworthiness of the issuer and general market liquidity. High yield, lower-rated securities are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues. Interest on municipal bonds is generally exempt from federal tax. However, some bonds may be subject to the alternative minimum tax and/or state or local taxes.
Equities may decline in value due to both real and perceived general market, economic industry conditions, and individual issuer factors.
International investing may not be suitable for every investor and is subject to additional risks, including currency fluctuations, political factors, withholding, lack of liquidity, absence of adequate financial information, and exchange control restrictions impacting foreign issuers. These risks may be magnified in emerging markets.
Contact a TD Wealth representative for more information about specific product or service offerings. Additional information is available upon request.
No legal or tax advice: TD Bank and its affiliates and associates do not provide legal or tax advice. In accordance with I.R.S. Circular 230, any tax advice in this material is not intended or written to be used, and cannot be used, by any recipient for the avoidance of penalties under federal tax laws.
Insurance: Life insurance and long-term care insurance are medically underwritten. Do not cancel your current policy until your new policy is in force. Your actual premiums may vary from any initial quote that you receive. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which surrender charges may apply may increase with a new policy. You should consult with your tax advisors regarding your potential tax liability on surrenders.
Third-party internet sites: By clicking on a third party URL or hyperlink, you will leave tdbank.com. TD Bank and its affiliates and associates are not implying any affiliates, sponsorship, endorsement with/of the third party or that monitoring is being done by TD Bank or any of its affiliates or associates of any information contained within the web site. TD Bank is not responsible for the information contained on the third party web site or your use of or inability to use such site, nor do we guarantee their accuracy or completeness.
Business continuity plan: TD Private Client Wealth LLC (TDPCW) is committed to provide ongoing service in the event of a significant business disruption. If a major event were to hinder our ability to conduct normal business operations, our business continuity plan would enable us to resume critical business, customer service and operations at secure alternative locations within a reasonable period of time.
副本
According to a recent study, 63% of people with a written financial plan say they feel financially stable while only 28% of people without a plan feel that way.
At TD Wealth, we've been helping people feel better about their finances for decades.
Our trusted advice and professional guidance can help you stay on track at every step of your financial journey.
Your TD Wealth Advisor will partner with you to help you see the big picture and set short and long-term goals whether you’re looking for a roadmap to retirement or want to ensure that your legacy and values are passed along to future generations.
And it all starts with a plan.
We’ll help you develop a comprehensive TD Wealth Plan based on your personal needs, wants and wishes as well as your appetite for risk.
You can monitor your plan online in an easy-to-understand format. And as your life and finances evolve, your plan can evolve, too. You can even predict how lifestyle changes might impact your goals.
By taking a little time to create a plan now, you can feel more confident for years to come wherever your financial journey takes you.
To get started on a TD Wealth Plan of your very own, visit us at tdbank.com/investing.