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What should I expect when I first meet with a TD Wealth Financial Planner?
TD Wealth Financial Planning is a service where a Financial Planner can work you to develop a personalized financial plan to help you achieve what matters most to you.
With over 1,000 TD Wealth Financial Planners across Canada, finding one near you is easy. Simply enter your postal code in the Financial Planner Locator tool for a list of Financial Planners in your area. Once you have selected a Financial Planner from the list, you can visit their personal website and request a phone call or meeting with her or him.
Alternatively, you can Request a Call from a Financial Planning Associate who can connect you with a Financial Planner in your area.
The Financial Planner may be able to meet with you in person at your TD Branch, TD Wealth office or a location convenient to you. There is no obligation for your initial meeting with the Financial Planner.
While the nature of each meeting between a client and their Financial Planner is unique, your first meeting is an opportunity for you to get to know each other.
The Financial Planner may ask questions about your current financial situation, your investment objectives, as well as your short and long-term financial goals. He or she may ask these questions to gain a better understanding of your needs, and to determine how they can help you achieve your saving and investment goals. To learn more, visit TD Wealth Financial Planning
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.