Start by connecting with a TD Wealth financial planner and you could get up to $5000.†
[link to screenshot of terms and conditions: https://i.imgur.com/wnHlhsY.png]
New and Existing clients of TD Wealth Financial Planning (including TD Wealth Financial Planning Direct) can earn one or more cash awards (collectively the “Award(s)”) by transferring in $150,000 CAD or more in investable assets from another financial institution(s) or TD Canada Trust account by following the criteria outlined below (the “Offer”). The Offer is available starting November 3, 2025 and ends on March 2, 2026.Minimum amount of “Qualifying Assets” required to transfer in: $150,000 transferred into eligible TD Wealth Financial Planning account(s)
Maximum Cash Back Award per client: $5,000
Offer Details:
a. Qualifying Assets will be measured according to the combined value of Canadian and U.S. denominated assets transferred into the qualifying account type between November 3, 2025, and March 2, 2026. USD balances will be converted into CAD based on exchange rate of date received into TD Wealth Financial Planning account(s) to determine eligibility.
b. Where a client transfers assets into multiple TD Wealth Financial Planning accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into those account(s) on the date the assets are deposited as it relates to each Cash Back Award Amount listed in the above Table.
c. Withdrawals, de-registrations or transfers of assets made from any qualifying TD Wealth Financial Planning account(s) between March 2, 2026, and November 30, 2026 (the Holding Period) will be subtracted from the value of the Qualifying Assets. If such withdrawals, de-registrations, or transfers during the Holding Period reduce the amount of the client’s Qualifying Assets, the client may receive a reduced Award, or no Award based on the Cash Back Award Table listed above.
d. The Qualifying Assets must be held in the qualifying TD Wealth Financial Planning account(s) until November 30, 2026.
e. Transfers originating from existing TD Wealth Financial Planning (including TD Wealth Financial Planning Direct), TD Direct Investing, TD Easy Trade™, TD Wealth Private Investment Advice, TD Wealth Private Trust and TD Wealth Private Investment Counsel accounts are not included in the Qualifying Assets.
f. Investable assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to TD Wealth Financial Planning.
Further Terms and Conditions:
To receive the Award(s), a client must keep their qualifying account(s) in good standing with TD Financial Wealth Planning. Good standing requires that their account(s) be open and must not go into a debit position.
The maximum total Award per New or Existing TD Wealth Financial Planning client for the Cash Back Award is $5,000 CAD.
Transfers made by a joint account holder will be attributed to the account holder who has the joint account’s tax slip issued in their name.
Non-personal accounts, professional accounts, and Registered Disability Saving Plan Accounts do not qualify for this Offer.
Employees of TD Bank Group are eligible for this Offer.
This Offer may be changed, extended, or withdrawn at any time without notice.
This Offer cannot be combined with any other TD Wealth Financial Planning offer. If you do not wish to participate in this Offer, please notify your TD Wealth Financial Planner.
TD Wealth Financial Planning will reimburse transfer fees incurred to move funds from another financial institution to a TD Wealth Financial Planning account.
This Offer is not transferable.
There may be tax implications associated with the Award(s). Clients should consult with their personal tax advisor for more information. For registered plans, the Award(s) will be paid directly to the plan and is not considered a contribution.
Interest, dividends, and account fees will be excluded from calculations used to qualify accounts.Terms of Award Payment:
TD Wealth Financial Planning will pay the Award(s) in CAD to client’s qualifying account(s) by February 10, 2027
Where the client’s Qualifying Assets are transferred to a single account, the Cash Back Award will be deposited into that account. Where the client’s Qualifying Assets are transferred to multiple accounts, the Cash Back Award will be divided and deposited into each account in proportion to the value of the Qualifying Assets transferred into each account as it relates to the Cash Back Award Table above.
Clients can earn a “Cash Back Award” of up to $5,000 on transfers into eligible TD Wealth Financial Planning account(s). Details of how the cash back amount is calculated are summarized in the “Table” below and set out more fully in the “Offer Details”.
Start by connecting with a TD Wealth financial planner and you could get up to $5000.†
Statistics: Posted by chevronfly — Feb 26th, 2026 2:38 pm
Hopefully someone can get this good deal. It should work for everyone with PC Optimum – it’s not an app offer, it’s on the website! My flyer is Ontario, not sure about other provinces.