TD Wealth Captive Insurance Specialists can work with you and your company to help you pursue your goals. Our specialists include experienced investment professionals in the industry with several professional designations.
Our team of leading industry professionals has specialized in the captive arena for almost two decades, serving clients in a wide range of industries, including:
- Communications
- Technology
- Education
- Non-profits
- Healthcare
- Construction
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- Real Estate
- Transportation
- Energy
- Agriculture
- Manufacturing
- Retail
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Our Captive insurance professionals maintain close links to regulators and service providers in the industry – Captive insurance managers, auditors, tax specialists and attorneys. TD Wealth has a solid commitment to the captive insurance industry on both state and international levels.
We can assist you with a wide range of services to meet your unique needs including:
- Investment management
- 114 trusts
- Unitized accounting
- Online capabilities
- Letters of credit
- Cash management
- Custody services
- Partnership with TD Securities (USA) LLC*
Utilizing TD Wealth as your service partner means you will be working with an experienced team of financial service providers. Potential benefits include:
- Cost savings
- Effective risk control
- Timely statements and capabilities for customized reporting
- High level of client communication and service standards
- Online inquiry capabilities for both captive clients and managers
