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TD launches specialised wealth management and business banking service for health care professionals


TD Bank Group (TD) has launched the TD Wealth Management for Health Care Practitioners service – a wealth management program supported by a team of dedicated senior private bankers, specialised investment managers, financial planners and commercial lending specialists with a deep understanding of the unique financial needs and challenges faced by those dedicated to caring for others.

“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,” says Dave Kelly, TD Senior Vice President for Private Wealth Management.
Through TD Wealth Private Banking, TD Wealth Management for Health Care Practitioners provides a team of wealth advisory services dedicated to building personalised goals-based plans for what matters most to the health care practitioner and their families. The team is built around specialists who provide tailored advice and planning for a range of services, including: banking, borrowing, giving, incorporation, insurance, retirement, tax, trust and estate, and wealth building and protection needs.
“Our team of experienced advisors can offer a range of wealth management products and services for physicians just starting out, juggling medical school loans while setting up a practice, to retiring doctors looking to sell or close their business,” says Rowena Chan, TD Senior Vice President for Financial Planning.
The TD Wealth Management for Health Care Practitioners service will now pair its private banking services with TD’s established Business Bank and Medical Student program for a distinct and compelling offer for health care professionals that have been actively using separate services from TD for investment and business advice.

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