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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
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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.

Insights for TD Wealth

AUGUST 26, 2026

The great inversion: Investment opportunities amid a new paradigm

For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.

AUGUST 26, 2026

Core Bond (Plus): What’s Under the Hood and When to Consider It

Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.

AUGUST 25, 2026

Investing in the Foundations of Tomorrow’s Economy

How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets

latest thinking

U.S. Economy: Anatomy of a Recession

Where do we stand - and what should we watch for in the coming months?

Read it now

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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.

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