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TD Wealth Private Investment Counsel

Address

79 Wellington Street West, Suite 900
Toronto , Ontario M5K 1A2
(416) 983 - 1020
Toll Free: (866) 280 - 2022
TD.PrivateInvestmentCounsel@td.com
www.tdwaterhouse.ca/pcs/pic

Principal Contacts

Kevin Shubley
Vice President
Tel: (416) 983 - 1020
Kevin.Shubley@td.com

Cathy Barrett
Senior Manager
Tel: (416) 307 - 8306
Cathy.Barrett@td.com

Client Minimums

Private: $1,000,000
Institutional: $1,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia*
  • Manitoba*
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia*
  • Ontario*
  • Prince Edward Island
  • Quebec*
  • Saskatchewan*
  • Northwest Territories
  • Nunavut
  • Yukon

* indicates a physical location in this province

About TD Wealth Private Investment Counsel

Since 1991, TD Wealth Private Investment Counsel has been trusted to provide a high level of personalized services to high net worth individuals and their families. We manage over $29 billion in assets (as of June 2018) for individuals, families, estates, trusts, and charitable and business organizations. At TD Wealth Private Investment Counsel, we pride ourselves on developing a deep understanding of our clients and their priorities, and providing financial solutions that are tailored to help meet their unique needs.

Our Philosophy

We understand that managing wealth can be complex on both a personal and financial level. The management of wealth is deeply personal and decisions are driven by individual values and goals. We invest the time to understand our clients so that we can develop a plan that is right for them. We work with our clients to create a meaningful wealth strategy that goes beyond investment management and focuses on building their net worth, implementing tax-efficient strategies, protecting what matters to them and helping them leave a legacy that they can be proud of.

TDAM Advantage

Our investment offering is supported by some of the same high-caliber methods used by TD Asset Management. TD Asset Management was named #1 Money Manager in Total Canadian Pension Assets*, when managing pension funds and foundations.

Our investment process focuses on quality and follows a disciplined risk management framework that seeks to not only provide returns, but to do so on a risk-adjusted basis. By looking beyond traditional asset classes, our portfolios are built to help manage risk and navigate the ever-changing investment landscape.

The portfolios we build can include a mix of traditional fixed income and equity strategies, as well as innovative alternative investment strategies that help minimize the impact of market downturns on our clients’ portfolios. Through alternative investment strategies provided by TD Asset Management, portfolios can have exposure to asset classes with sources of returns that are less reliant on the direction of the markets.

Genuine Stewardship

Through our proprietary behavioural finance discovery process, we can get an in depth understanding of each client’s current situation, including their values, their beliefs and the specific milestones that are most important to them.

We also build on our investment management services through our connection to the extensive resources of TD Wealth. Clients can request supplemental services, such as guidance and recommendations from a team of experienced professionals in Private Banking, Private Trust, Wealth Insurance Services, Will and Estate Planning, Business Succession Planning, and Business Banking. Our clients benefit from our integrated wealth offerings, while receiving highly personalized service.

Our Commitment to Our Clients

Our clients trust us to help them build and manage their portfolios. This is a responsibility that we do not take lightly. We pride ourselves on creating close relationships with our clients and always acting in their best interests. We are committed to service excellence, transparency and cost effective management of our all our client portfolios.

Please click here to locate your closest TD Wealth Private Investment Counsel office. We are always happy to answer any questions you may have and discuss how we can meet your wealth management needs.

* The Top 40 Money Managers (as of December 31, 2017), Benefits Canada, May 2018