private banking - td wealth locator · exchange services, private banking is your source for help...
TRANSCRIPT
Private Banking
Access to a dedicated Private Banker
Advice on complex credit strategies
Versatile deposit and cash management services
Smooth cross-border banking
Pairing professional, highly tailored banking and credit solutions with responsive and attentive service, Private Banking offers:
Private Banker
Our Private Bankers have a deep understanding of the intricate needs that go hand-in-hand with your busy lifestyle and growing wealth.
You can rely on proactive advice and high-touch service that adapts to you. Personalized banking recommendations are tailored to help meet your specifications and financial goals.
Our Private Bankers specialize in borrowing and personalized lending options, such as mortgages, loans, lines of credit and borrowing against an investment portfolio.
We provide a wide range of non-traditional credit solutions that can take into account your need for flexibility.
Complex CreditSolutions
Professionals seeking business financing can benefit from a focused lineup of products that can complement your business’s objectives.
From unlimited transaction chequing accounts and premium GIC products to discounted wire payments and foreign exchange services, Private Banking is your source for help with day-to-day and ongoing banking matters.
When you bank with TD Wealth Private Banking, we focus on solutions that can help simplify your life. Accessing these solutions is easy with your exclusive TD Private Access Card, available only to Private Banking clients.
Deposit and CashManagement
Private Banking can provide guidance on a customized solution for accessing your money while in the U.S., plus money transfers between Canadian and U.S. bank accounts give you added flexibility.
Frequent travel to the U.S. doesn’t have to be a burden.
Cross BorderAdvantage
Your Private Banker can discuss a number of U.S. personal credit solutions, such as U.S.-issued credit cards, mortgages, home equity loans and lines of credit.
Let’s get started
Sarah DessarioSenior Private BankerTel: [email protected]
Krista BydlowskiPrivate Client Service AssociateTel: [email protected]
The information contained herein has been provided by TD Wealth and is for information purposes only. The information has been drawnfrom sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax,or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.
TD Wealth represents the products and services offered by TD Waterhouse Canada Inc., TD Waterhouse Private Investment Counsel Inc., TDWealth Private Banking (offered by The Toronto-Dominion Bank) and TD Wealth Private Trust (offered by The Canada Trust Company).
TD Wealth Private Banking services are offered by The Toronto-Dominion Bank. ®The TD logo and other trade-marks are the property of TheToronto-Dominion Bank. PDeck_P_002_1809 5313734 28.11.18
TD Wealth Private Banking410-1633 Ellis StKelowna, British Columbia V1Y 2A8Tel: 250-979-3014Toll free: +1 877-882-8001Fax: 250-979-6977