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December 4, 2018

TD Bank unveils new wealth management service for health care practitioners

Canada’s TD Bank Group has introduced a new wealth management programme to meet the unique requirements of health care practitioners in the country.

The new TD Wealth Management for Health Care Practitioners service, working through TD Wealth Private Banking, offers a range of advisory services.

The services include banking, borrowing, giving, incorporation, retirement, trust and estate, insurance, alongside wealth building and protection needs.

The aim is to develop customised strategies for health care practitioners and their families.

The service will be supported by senior private bankers, investment managers, financial planners, as well as commercial planning specialists having knowledge on the distinct needs of the segment.

It will be paired with the bank’s existing Business Bank and Medical Student programme.

TD senior vice president for private wealth management Dave Kelly said: “We understand medical and health care professionals have unique financial needs, and it can benefit those professionals and their families to work with a specialised team of banking, investment, commercial banking and wealth advisory services to help achieve their financial and life goals.”

Currently, the service has been rolled out in Vancouver, Calgary, Burlington, Hamilton, London, Mississauga, Oakville, Ottawa and Toronto.

Plans are on for a broader roll out in the coming months in Victoria, Edmonton, Saskatoon, Winnipeg, Montreal, and Halifax.

 

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