TD Private Investment Counsel 2025 Review

Investment Counsel Focus

Min: CAD $500,000 Fees: 0.65% - 1.75% Founded: 1855 Locations: 1 Countries

Overview

Toronto-Dominion's investment counsel division providing personalized investment management and financial planning services. Founded in 1855, TD has established itself as a trusted partner for emerging high-net-worth individuals and families seeking comprehensive wealth management solutions.

With a minimum investment requirement of CAD $500,000 and management fees ranging from 0.65% - 1.75%, TD Private Investment Counsel provides personalized service and sophisticated financial strategies tailored to each client's unique needs and objectives.

Minimum Investment

CAD $500,000

Emerging High-Net-Worth focus ensuring sophisticated service and expertise

Management Fees

0.65% - 1.75%

Competitive pricing for comprehensive private banking services

Founded

1855

Long-standing heritage in private banking and wealth management

Global Presence

1 Countries

International network supporting global wealth management needs

Private Banking Services

Investment Counsel

Professional financial services tailored to high-net-worth requirements

Wealth Advisory

Professional financial services tailored to high-net-worth requirements

Portfolio Management

Customized asset allocation and risk management tailored to individual goals and circumstances

Estate Planning

Sophisticated estate planning and wealth transfer solutions for complex family structures

Canadian Equity Expertise

Professional financial services tailored to high-net-worth requirements

Tax-Efficient Investing

Professional financial services tailored to high-net-worth requirements

Global Presence

TD Private Investment Counsel operates in 1 countries and territories:

Canada

Ideal Client Profile

Emerging High-Net-Worth individuals

Individuals with substantial investable assets seeking comprehensive private banking services

Multi-generational families

Wealthy families focused on coordinated financial management and wealth transfer planning

Business owners and entrepreneurs

Entrepreneurs requiring integrated banking, lending, and succession planning services

Corporate executives

Senior executives with complex financial needs and equity compensation

Professional investors

High-earning professionals requiring specialized wealth management

International clients

Globally mobile individuals with cross-border banking and investment needs

Key Strengths & Advantages

✓

Comprehensive wealth management expertise

✓

Experienced private banking professionals

✓

Tailored investment strategies

✓

Global market access and insights

✓

Strong client relationship focus

✓

Sophisticated financial solutions

Bottom Line

TD Private Investment Counsel is ideal for: Emerging High-Net-Worth individuals and families seeking investment counsel focus with personalized service and comprehensive wealth management capabilities.

Consider alternatives if: You require different minimum investment thresholds, prefer alternative fee structures, or need specialized services not offered by TD.

Overall Rating: ★★★★☆

Solid private banking option with comprehensive services and experienced professionals

Ready to Explore TD Private Investment Counsel?

Compare with other leading private banks to find your ideal wealth management partner.