TD Wealth

Office address: The Toronto-Dominion Bank, Toronto-Dominion Centre, Toronto, ON M5K 1A2
Website: https://www.td.com/ca/en/investing/wealth  
Year established: 1955 (parent company) 
Company type: financial services 
Employees: over 10,000 
Expertise: investment management, private banking, estate and trust services, wealth advisory services 
Parent company: TD Bank Group 
CEO and key people: Bharat Masrani, Group President and CEO 
Financing status:

TD Wealth is part of the Wealth Management and Insurance division of TD Bank Group. Catering to a diverse clientele, TD Wealth has established itself as a key player in Canada's financial industry, serving over 380,000 households with their wealth planning and management needs. 

History of TD Wealth 

TD Wealth's roots can be traced back to the founding of the Toronto-Dominion Bank in 1955. Over the years, it has evolved, reflecting the dynamic nature of the financial industry and the growing needs of its clients. Today, TD Wealth is part of TD Bank Group, one of Canada's largest banks, with a significant presence in wealth management. As of 2021, TD Wealth had $322 billion in assets invested. 

Products and Services of TD Wealth 

TD Wealth offers a range of products and services for various financial needs. Among these include: 

  • financial planning: a team of seasoned financial planners assists clients in crafting comprehensive financial roadmaps. Services include retirement planning, tax optimization, estate planning, and education planning. 
  • Private Wealth Management: For High Net Worth Individuals (HNWIs), TD offers dedicated private wealth management services, featuring bespoke investment strategies, wealth structuring solutions, and access to exclusive investment vehicles 
  • digital platforms: TD Wealth prioritizes digital innovation, providing user-friendly online platforms and mobile apps for convenient account management, research, and trading 

Culture at TD Wealth 

TD Wealth fosters a culture of inclusivity, innovation, and client-centric service. The division is part of TD Bank Group, which has been recognized as one of the best workplaces in Canada by different organizations. The bank's commitment to diversity, inclusion, and employee development is a cornerstone of its corporate culture.   

About TD Wealth Group President and CEO Bharat Masrani 

Bharat Masrani, Group President and CEO of TD Bank Group since 2014, has over 35 years of banking experience. He has held various senior roles within the organization, contributing significantly to its growth and expansion. Masrani's leadership is marked by a focus on customer-centric strategies and sustainable growth. 

Masrani has Bachelor’s and MBA degrees from York University. He is one of the 50 financial industry giants featured in Wealth Professional’s Hot List 2021. 

Future at TD Wealth 

With a strong focus on digital transformation and customer experience, TD Wealth is well-equipped to adapt to the changing needs of the industry and its customers. TD Wealth's commitment to sustainable and inclusive growth aligns with the broader objectives of TD Bank Group, ensuring a future that is both prosperous and responsible. 

 

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