Toronto-dominion Bank · TSX:TD
Toronto-dominion Bank — Clearview Family Wealth — Investor Presentation
10 slides from Toronto-dominion Bank's investor presentation
Slide 1: Your pathway to a clear financial future
Your pathway to a clear financial future
Slide 2: Your interests first
Your At Clearview Family Wealth, interests we work with your best interests as our guide. first We bring our deep industry knowledge, extensive expertise and creative solutions to the table to help ensure that you are on the right track to meet your goals with confidence. “ Our pursuit of excellence
Slide 3: Support for all of life’s stages
Support for all of life’s stages Build Implement net worth tax-efficient strategies Working together, we develop Working closely with you and innovative strategies to help your tax advisors, we’ll help you grow your net worth to match create an integrated wealth your current lifestyle and needs. str
Slide 4: Your financial ecosystem
Your financial ecosystem * Some services may be provided in collaboration with TD Specialists. “ You are more than your portfolio.
Slide 5: We take care of the details
We take care of the details We work closely with you to help ensure you are on the right track with your investment portfolio, as well as your wealth, tax, business and estate planning. Wealth planning Tax strategies Administration Disciplined and ongoing Identify tax-efficient investments Ful
Slide 6: How does your Portfolio Management team get paid?
How does your Portfolio Management team get paid? One simple, transparent, easy-to-understand fee that puts us on the same side of the table. A fee-based approach means our interests are aligned with yours every step of the way.
Slide 7: Discretionary for a reason
Genuine stewardship of your wealth means managing not only your money, but your Discretionary overall financial health and well-being. As discretionary for a reason portfolio managers, we have a duty to act in your best interests. We firmly establish your goals, objectives and risk tolerance so that
Slide 8: Meet the team
Meet the team Matthew Rodier, CIM®, FCSI® Michael I. Levine, CIM® Senior Portfolio Manager Senior Portfolio Manager T: 514 289 0358 T: 514 289 0079 E: matthew.rodier@td.com E: michael.levine@td.com Matthew has over 20 years’ experience at Michael has over 35 years of business TD, including 15 years
Slide 9: Get in touch
Get in touch Ma tth e w Ro d ie r , CIM®, FCSI® Mic h a e l I. Le vin e , CIM® Senior Portfolio Manager Senior Portfolio Manager T: 514 289 0358 T: 514 289 0079 E: matthew.rodier@td.com E: michael.levine@td.com linkedin.com/in/matthew-rodier linkedin.com/in/michaelilevine Clearview Family Wealth TD
Slide 10: All insurance products and services are offered by life licensed advisors of TD Waterhouse
All insurance products and services are offered by life licensed advisors of TD Waterhouse Insurance Services Inc., a member of TD Bank Group. TD Wealth represents the products and services offered by TD Waterhouse Canada Inc., TD Waterhouse Private Investment Counsel Inc., TD Wealth Private Banking