TD Bank 2009 Annual Report Download - page 9

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Providing an
Unparalleled Wealth
Management Offering
At TD Wealth Management, we help our
retail and institutional clients build, preserve
and transition wealth. And we work hard to
provide an exceptional client experience.
To help us do that, in 2009 we added 75 new
advisors in our advice-based businesses and
expanded our product offerings so we could
better meet the evolving needs of our clients.
For example, our advisors are equipped with
tools to guide financial planning discussions
with people in same-sex relationships.
TD BANK FINANCIAL GROUP ANNUAL REPORT 2009 OUR CUSTOMERS AND CLIENTS 5
DR. SUSAN FORBES AND DR. LORI LIVINGSTON THUNDER BAY, ONTARIO
As professors at Lakehead University in Thunder Bay, Ontario, Susan Forbes and Lori Livingston prefer focusing
on their careers as educators, spending time on the golf course and enjoying married life – not worrying about
their investments. They feel they can do that now, but it wasn’t always the case. Before switching to a TD Wealth
Management financial advisor, they weren’t confident the advice they were getting was the best. One day Susan
started talking with a fellow golf-fanatic who happened to be a TD employee. That conversation led to some
formal meetings – and a feeling that TD was the right financial partner for the couple. Now, as TD customers,
Susan and Lori are confident in their relationship with TD – one that is built on good advice and solid trust.
“We’re pleased with the service we receive,” says Susan Forbes.
“Not only are TD staff knowledgeable, but they care about their
clients. We learned more in just two meetings with our TD
financial advisor than we had with any of our previous advisors.”
Building Our European
Wealth Presence
It has been a year of strategic acquisitions
and organic growth for TD Waterhouse in the
U.K. We’ve increased our stake in Internaxx
Bank, the leading offshore online bank for
expatriates; formed TD Waterhouse Corpo
rate
Services (Europe); and launched an online
trading platform in Ireland. These initiatives
have helped us secure our position as the
leading discount brokerage in the U.K.,
paving the way for us to expand our online
business to other European countries. In
2009, TD Waterhouse won a string of U.K.
awards, including Stockbroker of the Year
at the prestigious Financial Times and
Investors Chronicle Investment Awards.