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TD Comfort Portfolios

A TD Comfort Portfolio is a collection of high-quality TD Mutual Funds that are professionally invested and managed for you.

How to Apply

Visit any TD Canada Trust Branch or call 1-866-222-3456

 

A TD Comfort Portfolio is a collection of TD Mutual Funds. By investing in many mutual funds, you are spreading your money out across various investment types, reducing your overall portfolio risk. Best of all, the funds included in TD Comfort Portfolios are professionally selected and managed for you, so you don't have to do the work.

What are the benefits of TD Comfort Portfolios?

 

Diversified portfolio options

It’s best to spread your money across a number of investments so all your eggs aren’t in one basket. That’s why Comfort Portfolios contain carefully selected, high-quality mutual funds.

 

Professionally managed portfolios

A Mutual Funds Representative with TD Investment Services Inc. will help you choose the portfolio that is best suited to meet your investment goals and tolerance for risk, and then a Portfolio Manager will watch over your investment to help keep you on track.

 

You can grow your portfolio easily

There are no set-up fees, commissions or sales charges – maximizing your potential return. And our Pre-Authorized Purchase Plan is a great way to invest regularly, without even thinking about it.

 

See which TD Comfort Portfolio matches your risk tolerance and goals today

Visit any TD Canada Trust Branch

Call 1-866-222-3456 to discuss your options

 

A comfortable way to invest your money.

With a TD Comfort Portfolio, we’ll professionally manage your portfolio without any set-up fees.

There are 6 Comfort Portfolios to choose from. Each Comfort Portfolio is comprised of a collection of top quality TD Mutual Funds.

When you speak with a TD advisor, they will help you choose the right Comfort Portfolio for you based on your risk tolerance profile.

 
Comfort Portfolio Asset
Allocation
1
May be suitable for customers who…
TD Comfort Conservative Income Portfolio
Bonds:20%, Stocks:80% Bonds:20%, Stocks:80%
  • Want mostly income combined with a modest amount of capital growth
  • Have a low risk tolerance
  • Are investing for the medium-term
TD Comfort Balanced Income Portfolio
Bonds:35%, Stocks:65% Bonds:35%, Stocks:65%
  • Want mostly income combined with a moderate amount of capital growth
  • Have a low to medium risk tolerance
  • Are investing for the medium-term
TD Comfort Balanced Portfolio
Bonds:50%, Stocks:50% Bonds:50%, Stocks:50%
  • Want income combined with a moderate amount of capital growth
  • Have a low to medium risk tolerance
  • Are investing for the medium-term
TD Comfort Balanced Growth Portfolio
Bonds:60%, Stocks:40% Bonds:60%, Stocks:40%
  • Want long-term growth with some income
  • Have a low to medium risk tolerance
  • Are investing for the medium to long-term
TD Comfort Growth Portfolio
Bonds:80%, Stocks:20% Bonds:80%, Stocks:20%
  • Want long-term growth of capital with only a modest level of income
  • Have a medium risk tolerance
  • Are investing for the medium to long-term
TD Comfort Aggressive Growth Portfolio
Bonds:100%, Stocks:0% Stocks
  • Want long-term growth of capital
  • Have a medium risk tolerance
  • Are investing for the medium to long-term
 

See which TD Comfort Portfolio matches your risk tolerance and goals today

Visit any TD Canada Trust Branch

Call 1-866-222-3456 to discuss your options

 
 

Have a few questions?

We've provided answers to some of the most common questions people have about mutual funds.

 

collapse How do I begin investing in mutual funds?

The Six Steps to Building a Financial Plan is an effective way to get started on the road toward financial peace of mind.

Once you have a better idea of where you are now and where you want to be in the future, we recommend that you work with a Mutual Funds Representative to ensure that the investments you choose provide the potential for growth, while at the same time keep your investment risk at a comfortable level.

The TD Mutual Funds Customer Investor Profile questionnaire helps you determine an asset mix that's right for you. With the help of a Mutual Funds Representative, you can then invest in a TD Comfort Portfolio.

You'll benefit from a diversified portfolio that reflects your personal investment needs and objectives.

Once you've created a personalized investment portfolio, you can conveniently access your account – as well as make account transactions – anywhere, anytime.

EasyWeb Internet Access is available 24 hours a day, 7 days a week – free of charge. The cut-off time for online Mutual Funds transactions is 3p.m. ET. Any transaction after this time will be processed as of the next valuation day.

EasyLine, a fully automated touchtone telephone service provided by TD Canada Trust, lets you access your investment accounts 24 hours a day, 7 days a week simply by calling the EasyLine toll-free number at 1-866-222-3456.

Or simply visit any TD Canada Trust branch, where a Mutual Funds Representative with TD Investment Services Inc. can help you with all of your investment needs.

Expand Are mutual funds guaranteed?

Since mutual funds qualify as securities and not deposits, they are not guaranteed, their values change frequently and past performance may not be repeated.

However, fund managers and the funds themselves operate under strict securities regulations. For example, mutual funds are owned by the unitholders (people who own the mutual fund) and are separate legal entities from the companies that operate them. Securities legislation also requires that mutual fund assets be held in trust by a custodian on behalf of unitholders.

Expand What types of funds are available?

Expand How much do I need to start?

Expand Where can I buy mutual funds?

Expand What about taxes?

Expand What is the difference between book value and average cost per unit?

Expand What is the difference between global and international funds?

Expand How do I compare different funds?

Expand How does TDAM discourage market timing?