Did you know this about TDAM?
What does TDAM stand for?
TD Asset Management
What document do you have to give to clients when you place a trade?
Fund Facts
In what year did TFSA's start?
2009
What is the average # of years of experience by a TDAM Portfolio Manager?
20
What is the type of investment return that is 100% taxable?
Interest
What is the dollar amount of assets managed by TDAM as a whole?
$421 Billion
Which funds strategy is based on how TD manages pension funds?
TD Retirement Portfolios
The contribution room for this type of account is based on 18% of your previous years income up to a maximum contribution (2023 it is $30,780)
RRSP
How many funds are available through the retail channel (TDCT)?
16
(6 Comfort Portfolios, 2 Retirement Portfolios, MM, PMM, USD MM, Cdn Bond, TD Mo Inc, TD Div Inc, TD Div Gro)
The practice of investing equal amounts of money at regular intervals
Dollar Cost Averaging
What does WAAC stand for?
Wealth Asset Allocation Committee
What is charged to a client based on daily value of their investment, charged monthly, and taken in units?
MER
This new registered plan gives prospective first-time home buyers the ability to save $40,000 on a tax-free basis.
First Home Savings Account
How many Portfolio Adviser companies does TDAM work with?
4 - EPOCH; T.Rowe Price; Conner,Clark,Lunn, & Morgan Stanley
What are the distributions of a companies earnings paid to their shareholders called?
Which company manages the most pension assets in Canada?
TDAM
Who does the research, rebalancing, asset allocation, and risk management in a mutual fund?
Portfolio Manager
What type of account offers two designation choices: beneficiary and successor holder?
TFSA
How many investors have assets with TDAM?
3 Million
What is the profit generated by selling an investment for more than you paid for it called?
Capital Gain
1987
What is the name of earnings generated by different types of investments held in the fund and paid to investors?
Distributions
What type of account can only be opened under DI or the other Wealth channels?
RDSP
How many retail mutual fund assets does TDAM manage?
$151 Billion
What is earned on an investment after accounting for taxes and inflation?
Real Return