Page 7 - TD Wealth Web Booklet
P. 7
3 Implement 4 Ongoing Management
and Review
Implement your Investment Monitor your portfolio
Policy Statement (IPS) As your life changes, we will proactively
Design and execute your portfolio monitor and adjust your portfolio to meet
based on the capital market the changing needs of your financial
environment and your personal situation. We will also measure and monitor
and financial situation your portfolio on an ongoing basis, while
keeping you informed on your progress
towards your financial goals.
and Review
Implement your Investment Monitor your portfolio
Policy Statement (IPS) As your life changes, we will proactively
Design and execute your portfolio monitor and adjust your portfolio to meet
based on the capital market the changing needs of your financial
environment and your personal situation. We will also measure and monitor
and financial situation your portfolio on an ongoing basis, while
keeping you informed on your progress
towards your financial goals.
