Your Experience

Should you choose to become a client of TD Capital, our goal from inception forward is for your experience to consistently exceed your expectations. Beginning with the initial interview and subsequent on-boarding process, you will interact with multiple TD Capital team members to ensure that we are responsive to your communications and attentive to your needs. This multi-team member approach provides a collaborative focus on your financial planning and related portfolio design and ensures your account service requests are promptly addressed.

Our firm’s goal is to earn and maintain your trust. By doing so, we become your trusted advisor functioning as a central point of contact for addressing your evolving life and financial circumstances. Serving in this role, we can be a conduit for providing your other financial and tax advisors, as well as designated family members, with timely information and a cohesive financial strategy. Our mission is to always respect that in each client relationship, “It’s a Matter of Trust and Nothing Matters More.”