TD Waterhouse

TD Direct Investing tops The Globe and Mail Digital Brokerage Ranking for second straight year

Retrieved on: 
Friday, February 16, 2024
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TORONTO, Feb. 16, 2024 /CNW/ - TD Direct Investing is proud to be named the number one online brokerage in Canada in The Globe and Mail's annual Digital Brokerage Ranking for the second consecutive year.

Key Points: 
  • TORONTO, Feb. 16, 2024 /CNW/ - TD Direct Investing is proud to be named the number one online brokerage in Canada in The Globe and Mail's annual Digital Brokerage Ranking for the second consecutive year.
  • TD Direct Investing was recognized for excelling at providing the tools clients need to manage their portfolios efficiently, with particular acclaim for its mobile trading app, TD Easy Trade™, which offers clients 50 free trades per year and unlimited commission-free TD ETFs.
  • I am incredibly proud of the work the TD Direct Investing team does every day to build the number one online brokerage in Canada."
  • This year marks the 25th anniversary of The Globe and Mail's Digital Brokerage Ranking, which was published on February 15, 2024.

New TD study reveals distinct giving behaviour among Canadian female philanthropists

Retrieved on: 
Tuesday, November 28, 2023
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With wives, partners and daughters set to inherit $1 trillion over the next decade, women are a driving force in Canadian philanthropy.

Key Points: 
  • With wives, partners and daughters set to inherit $1 trillion over the next decade, women are a driving force in Canadian philanthropy.
  • The new report, Trust and Transformation: Canadian Women and Philanthropy , delves into women's unique motivations and approaches to giving, and details the evolving differences between generations of female philanthropists.
  • Rather, trust emerged as an essential driver in Canadian women's philanthropy, influencing how much, and to whom, they decide to give.
  • Giving by women is motivated by several factors, including family experiences, social awareness, the influence of friends and growth in financial resources.

TD Direct Investing launches new state-of-the-art online trading platform TD Active Trader

Retrieved on: 
Tuesday, November 14, 2023
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Powerful new platform offers advanced features for trading U.S. securities and options strategies

Key Points: 
  • Powerful new platform offers advanced features for trading U.S. securities and options strategies
    TORONTO, Nov. 14, 2023 /CNW/ - Today, TD Direct Investing (DI) announced the launch of a new state of the art trading platform, TD Active Trader.
  • Built on a revolutionary cloud-based platform, TD Active Trader clients have access to the latest trading technology, in addition to the flexibility of being able to customize the platform to meet their needs.
  • TD Active Trader includes the following stand-out features, and over the coming months, TD Active Trader clients will continue to see exciting new features on the platform.
  • With TD Active Trader joining the DI suite of leading trading platforms, clients will have access to the TD Direct Investing Learning Centre, including innovative investment tools and resources, webinars and free online Master Classes.

FP Canada™ Announces TD as Platinum Sponsor for its 2023 Financial Planning Conference

Retrieved on: 
Thursday, September 7, 2023
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TORONTO, Sept. 7, 2023 /CNW/ - FP Canada has announced that TD Wealth Financial Planning (TD) is back as the platinum sponsor for its annual Financial Planning Conference, taking place during Financial Planning Week.

Key Points: 
  • TORONTO, Sept. 7, 2023 /CNW/ - FP Canada has announced that TD Wealth Financial Planning (TD) is back as the platinum sponsor for its annual Financial Planning Conference, taking place during Financial Planning Week.
  • FP Canada's Financial Planning Conference is part of Financial Planning Week, which aims to raise awareness of financial planning as fundamental to the financial well-being of Canadians.
  • "FP Canada continues to raise the bar on the financial planning profession and help provide financial confidence for Canadians, and we are thrilled to once again support the Financial Planning Conference," said Franceen Bernstein, Head of TD Wealth Financial Planning, TD Bank Group.
  • To learn more about the Financial Planning Conference, visit the FP Canada website devoted to the event.

New board members appointed to Habitat for Humanity Canada’s National Board of Directors

Retrieved on: 
Monday, May 15, 2023
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TORONTO, May 15, 2023 (GLOBE NEWSWIRE) -- Habitat for Humanity Canada held its annual general meeting on May 12 and local Habitat for Humanity organizations from across Canada elected five board members to Habitat Canada’s National Board of Directors.

Key Points: 
  • TORONTO, May 15, 2023 (GLOBE NEWSWIRE) -- Habitat for Humanity Canada held its annual general meeting on May 12 and local Habitat for Humanity organizations from across Canada elected five board members to Habitat Canada’s National Board of Directors.
  • Continuing National Board members are Victoria Barclay (ex officio), Leland Corbett, David Hooper, Sharon Kuropatwa, Corinna Mitchell-Beaudin, Medhi Nezarati, Christine Pacini, Brad Peters, David Sauve, Imran Thaver and Marie Claire Uwanyirigira.
  • “I am pleased to welcome the new and returning board members to our national board,” says Julia Deans, President and CEO of Habitat for Humanity Canada.
  • For a complete list of Habitat Canada’s National Board of Directors and their board roles visit https://habitat.ca/en/about-us/our-team .

TD Tech Day 2023 will feature new inclusive innovations on March 22

Retrieved on: 
Monday, March 20, 2023
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A panel discussion will kick-off the event followed by TD-led interactive demo booths that will spotlight best-in-class inclusive technologies with exclusive access to a range of TD senior executives that are eager to speak on a range of topics including Women@TD, Persons with Disabilities, and how inclusive tech talent is powering new experiences for customers.

Key Points: 
  • A panel discussion will kick-off the event followed by TD-led interactive demo booths that will spotlight best-in-class inclusive technologies with exclusive access to a range of TD senior executives that are eager to speak on a range of topics including Women@TD, Persons with Disabilities, and how inclusive tech talent is powering new experiences for customers.
  • WHO: Panelists will discuss the importance of inclusion and colleague-centric thinking in tech, innovation, and beyond.
  • Paul Clark, EVP, Head of Private Wealth Management & Financial Planning, TD Wealth
    Additional TD Senior Executives on-site:
    WHY: Learn how TD is delivering technology and innovation that drives inclusion for the benefit of our colleagues, customers, and communities.
  • TD executives are available for virtual and in-person day-of interviews.

HUB INTERNATIONAL NAMES TODD PETERSON CANADIAN NATIONAL PRIVATE CLIENT PRACTICE LEADER

Retrieved on: 
Wednesday, March 15, 2023
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CHICAGO, March 15, 2023 /PRNewswire/ -- Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, announced today Todd Peterson, a former financial services executive, has joined HUB as the National Private Client Practice Leader for Canada.

Key Points: 
  • CHICAGO, March 15, 2023 /PRNewswire/ -- Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, announced today Todd Peterson , a former financial services executive, has joined HUB as the National Private Client Practice Leader for Canada.
  • Peterson will be responsible for building and developing innovative strategies to enhance HUB's services for affluent individuals and family clients across Canada.
  • He will focus on elevating the practice's capabilities with investments in products, client experience, marketing, and technology.
  • Prior to that, Peterson was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.

TD Direct Investing gets top spot in annual Globe and Mail digital brokerage survey

Retrieved on: 
Monday, February 13, 2023
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TORONTO, Feb. 13, 2023 /CNW/ - TD Direct Investing is proud to be named the number one online brokerage in Canada in an annual ranking by The Globe and Mail.

Key Points: 
  • TORONTO, Feb. 13, 2023 /CNW/ - TD Direct Investing is proud to be named the number one online brokerage in Canada in an annual ranking by The Globe and Mail.
  • TD Direct Investing achieved an overall A rating, an achievement that speaks to the strengths of its platforms, research and tools and its mobile app, TD Easy Trade™.
  • This year marks the 24th anniversary of The Globe and Mail's digital brokerage ranking, which was published on February 9, 2023.
  • There is no better place for Canadians to learn to invest, trade and grow their financial confidence than with TD Direct Investing."

TD Launches Black Entrepreneur Credit Access Program

Retrieved on: 
Monday, February 13, 2023
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Program to provide equitable access to financing, support and financial education for Black-owned businesses

Key Points: 
  • Program to provide equitable access to financing, support and financial education for Black-owned businesses
    TORONTO, Feb. 13, 2023 /CNW/ - TD Bank Group (TD) takes another step toward positive change to address anti-Black racism and systemic discrimination with the launch of the Black Entrepreneur Credit Access Program .
  • A lending program founded on providing more equitable access to credit for Black entrepreneurs, who disproportionally face hurdles securing funding for their businesses, helping to foster economic inclusion.
  • "TD is committed to supporting Black communities by helping remove obstacles when it comes to loan access, wealth management and specialized advice," says Al Ramsay, Vice President, 2SLGBTQ+ & Black Customer Segments, TD Bank Group.
  • "Through our Black Entrepreneur Credit Access Program, we're thrilled to offer holistic support to Black-led businesses, including flexible access to credit, regional teams of specialized Account and Small Business managers as well as resources within our ecosystem of affiliated organizations."

Foundation for Financial Planning Welcomes Six New Trustees

Retrieved on: 
Wednesday, February 8, 2023
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Previously, she was a Financial Planner at SBSB Financial Advisors and Creative Planning.

Key Points: 
  • Previously, she was a Financial Planner at SBSB Financial Advisors and Creative Planning.
  • Her unique skillset and passion for helping others led her to complete Georgetown University’s financial planning certificate program and obtain her CFP®.
  • Erica is committed to making financial planning accessible to as many people as possible, including future planners and clients.
  • Hussain started his wealth management career as a client-facing financial advisor and specialized in comprehensive financial planning for the mass affluent client.