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Separately Managed Accounts (SMA) resources for TD Wealth advisors

Backed by our strong investment expertise and resources, we have comprehensive offerings across different asset classes and investments styles available. We can also create customized solutions to meet individual investment objectives.

Investment Strategy Portfolio Product Commentary Factsheet
Quarterly Monthly
Canadian Equity Franklin ClearBridge Dividend Income View View View
Canadian Equity Franklin ClearBridge Canadian Dividend View View  
Canadian Equity Franklin ClearBridge Canadian Large Cap View View View
Canadian Balanced Franklin Canadian Balanced View View View
Global Fixed Income Franklin Global Multi-Sector Fixed Income SMA View    

SMA education tools available for you and your clients

Reach out to your Franklin Templeton team or [email protected] if you’d like to learn more about our SMA brochure and presentation.

Events & Webinars

Register for our upcoming webinars or watch event replays.
 

Franklin Templeton Academy Online

FT Academy makes it easy to earn the IIROC (CIRO) CE credits you need, with interesting courses you want – whenever and wherever you want.

Log in or create an account to browse the catalogue and begin. Your certificate is available immediately after successful course completion.