Trustees of the Trust Funds Minutes April 2026
Trust Funds To Move Accounts From TD Wealth Management
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Description
The Trustees authorized Bar Harbor Wealth Management to initiate the transfer of all trust accounts from TD Wealth Management as part of a transition to a new investment services provider. This action effectively ends TD Wealth Management’s prior role managing the Trustees’ funds.
Contract Details
Vendor
TD WEALTH MANAGEMENT
Agency
Town of Sunapee, NH
Contract Type
FINANCIAL_SERVICES
Document Date
April 28, 2026
Renewal Info
Prior investment management arrangement with TD Wealth Management is being terminated or transitioned as funds are moved to the new provider.
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