Private wealth services │ TD Wealth
Post on: 8 Июль, 2015 No Comment
Expand Private banking services
For individuals who have acquired a significant amount of wealth, we offer dedicated private banking services that provide a high level of personal attention.
These services can include:
- Cash management. We offer savings and chequing accounts, overdraft protection and monitoring, family trust and holding company accounts, wire payments and foreign exchange, for both Canadian- and U.S.-dollar accounts.
- Cross-border banking and credit. Easily transfer money 1 between your Canadian and U.S.-based bank accounts, apply for U.S. mortgages 2 and/or credit cards 3 based on your Canadian assets, 4 income and credit history and review your Canadian and U.S.-based accounts online, on the same web page.
- Short-term investments. We offer high-interest savings accounts, term deposits/ Guaranteed Investment Certificates (GICs), money market funds, treasury bills and commercial paper.
TD Bank is TD Bank, N.A. a wholly-owned U.S. subsidiary of The Toronto-Dominion Bank. Member FDIC. Accounts issued by TD Bank, N.A. are not insured by Canada Deposit Insurance Corporation.
1 Money transferred by wire transfer only. Incoming wire fees may apply and will be rebated the next business day. Foreign exchange conversion rates apply.
2 Subject to credit approval and other conditions. Mortgages limited to property located in U.S. state where TD Bank, N.A. has locations. Equal Housing Lender
3 Credit cards issued by TD Canada Trust or TD Bank, N.A. Applicants applying for a TD Bank, N.A. card must have a U.S. address within the TD Bank, N.A. footprint (PA, NY, NJ, CT, NH, ME, MA, FL, VT, DE, MD, DC, NC, SC, VA or RI). Subject to credit approval. Other restrictions apply.
4 Assets are considered only for mortgage applications.
Expand Custom credit strategies
- Financing for professionals such as lawyers, accountants, doctors and dentists
- Loans and lines of credit, both unsecured and secured by real estate or investments
- Foreign exchange hedging to manage currency exposure risk
- Equity monetization strategies
Expand Portfolio management
An investment professional will work with you to help put in place a portfolio that reflects your time horizon and provides the cash flow and liquidity you may need. Specific investment solutions may include: