Protecting Lifestyle and Legacy with TD Insurance Private Client Advice

Launch of a personalized advisory group for special and in-demand protection for affluent Canadians

TORONTO, 21 July 2021 /CNW/ – The new TD Insurance Personal Client Advice is Canada the first comprehensive direct-to-consumer insurance service designed to better protect wealthy Canadians and their families with state-of-the-art insurance advisory experience.

“Preserving wealth is as important as creating it for many of our clients and is often one of their most neglected financial goals,” said James Russell, President and CEO, TD Insurance. “Many Canadians who need special insurance coverage are underserved and, as a result, underinsured. TD Insurance Private Client Advice is a highly specialized direct-to-consumer service designed to remove the hassle of understanding and purchasing multiple insurance products from different insurance companies that can inadvertently create a gap between need and coverage, putting people at risk.”

Private Client Advice Customers have greater peace of mind knowing they are working with a highly experienced and dedicated insurance advisor who specializes in providing guidance for assessing and managing advanced protection issues that are unique to each client. Our claims service offers a seamless experience that includes a dedicated Claims Specialist and an exclusive network of TD Insurance Auto Centers to start repairs quickly.

“TD Insurance Personal Client Advice will be more helpful in providing clients with goal-based financial plan discussions,” said Paul Clark, Executive Vice President, TD Bank Group & Head of Private Wealth Management and Financial Planning. “Together, TD will provide comprehensive wealth management advice that includes building net worth, implementing tax-saving strategies and leaving a legacy, combined with customized insurance services through an exceptional Personal Client Advice experience that will help protect what is most important to clients. .”

Coverage is also about maintaining the comfort and enjoyment our clients get from what is insured. Clients with high net worth often face greater risk to their most valuable lifestyle, wealth and possessions in the event of significant personal or professional loss. From homes and cars to artwork and jewelry coverage, our Personal Client Advice team has the expertise to handle all aspects of our client portfolio in areas that are often not adequately covered by conventional insurance policies.

TD Insurance Personal Client Advisory Services include:

  • Homeowners insurance, as well as coverage for cottages and chalets

  • Excessive personal responsibility

  • Coverage of valuable articles such as wine collections, art collections and jewelry

  • Car and recreational vehicle insurance

  • Cruise and boat insurance

  • Cross-border insurance

  • Cyber ​​insurance and fraud

  • Free home appraisal for loss prevention

To learn more about TD Insurance Private Client Advice or to contact an advisor to make an appointment, please visit

About TD . Bank Group

Toronto-Dominion Bank and its subsidiaries are collectively known as the TD Bank Group (“TD” or “Bank”). TD is the fifth largest bank in North America by assets and serves more than 26 million customers across three key businesses operating in locations in financial centers around the world: Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth (Canada), TD Direct Investing, and TD Insurance; US retail, including TD Bank, America’s Most convenience Bank®, TD Auto Finance US, TD Wealth (USA), and investments in The Charles Schwab Corporation; and Wholesale Banking, including TD Securities. TD is also ranked among the world’s leading online financial services companies, with more than 15 million active online and mobile subscribers. TD has CDN$1.7 trillion in assets on April 30, 2021. Toronto-Dominion Bank trades under the symbol “TD” in Toronto and the New York Stock Exchange.

TD Insurance refers collectively to the following private line insurance companies within the TD Bank Group: National Security Insurance Company, Primmum Insurance Company, TD General Insurance Company, TD Home and Car Insurance Company and TD Life Insurance Company

SOURCE TD Insurance


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