Sign in

TD Waterhouse Canada Inc.

CIK:0001999606
Asset Manager
$12B AUM
1,991 holdings
Toronto, ON, Canada
Founded:1984
4,000 employees
Latest filing:Jun 30, 2025

TD Waterhouse Canada Inc. is a major Canadian finance and investment firm headquartered in Toronto, Ontario. It operates as a wholly owned subsidiary of Toronto-Dominion Bank, providing online brokerage, investment management, and wealth advisory services primarily through TD Direct Investing and TD Wealth divisions. The firm traces its origins to 1984 with Green Line Investor Services and integrated into the TD brand after acquiring Waterhouse Securities in 1996. TD Waterhouse Canada Inc. is registered as an investment dealer in all Canadian provinces and territories and is a member of IIROC. The company primarily serves Canadian retail and institutional clients, with thousands of employees as part of the larger TD Bank Group.

Investment Strategy

TD Waterhouse Canada Inc., primarily through its TD Direct Investing and TD Wealth divisions, offers self-directed investing, wealth management, and advisory services. The firm's approach emphasizes providing advanced online trading platforms, access to a broad array of securities (including stocks, options, mutual funds, ETFs, and fixed income), and robust client education resources. Its investment philosophy focuses on empowering both retail and private clients to manage their portfolios actively or with advisory guidance, leveraging technological innovation for enhanced accessibility and client experience.

Latest 13F Filing Activity

TD Waterhouse Canada Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,943 equity positions with a total 13F market value of $14B. The fund increased holdings in Toronto Dominion BK Ont, Royal BK Cda, Microsoft Corp. among other positions. TD Waterhouse Canada Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Veren Inc. among others.

Top Buys
T
TDTORONTO DOMINION BK ONT
+$138.0M
R
RYROYAL BK CDA
+$110.3M
M
MSFTMICROSOFT CORP
+$99.7M
E
EMRAFEMERA INC
+$88.9M
N
NVDANVIDIA CORPORATION
+$62.2M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$33.0M
A
AAPLAPPLE INC
-$26.6M
V
VRNVEREN INC
-$24.0M
T
TMUST-MOBILE US INC
-$16.9M
G
GILDGILEAD SCIENCES INC
-$13.4M

Top Holdings

R
RYROYAL BK CDA
+5.1%$715.8M
T
TDTORONTO DOMINION BK ONT
+5.0%$695.1M
M
MSFTMICROSOFT CORP
+3.3%$462.4M
E
ENBENBRIDGE INC
+2.3%$316.8M
A
AAPLAPPLE INC
+2.2%$304.9M

Equity Positions (1,943)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
R
RY
ROYAL BK CDA5.13%$715.8M5,420,397$104.60$131.55+$110.3M
T
TD
TORONTO DOMINION BK ONT4.98%$695.1M9,398,540$73.53$73.45+$138.0M
M
MSFT
MICROSOFT CORP3.31%$462.4M940,201$332.97$497.41+$99.7M
E
ENB
ENBRIDGE INC2.27%$316.8M7,060,847$38.72$45.32+$13.8M
A
AAPL
APPLE INC2.18%$304.9M1,468,884$171.34$205.17-$26.6M

Industry Allocation

COMMERCIAL BANKS, NEC
+13.7%
SERVICES-PREPACKAGED SOFTWARE
+5.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.7%
ELECTRIC SERVICES
+3.0%
NATIONAL COMMERCIAL BANKS
+2.9%