Town ends trust fund work with TD Wealth

Sunapee’s Trustees of the Trust Fund reported that the Town’s trust fund investment and management relationship has been moved away from TD Wealth Management. The prior engagement with TD Wealth has effectively been terminated in favor of a new provider.

Document date · May 18, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Trust fund investment management relationship with TD Wealth Management has been replaced by a new manager and is no longer active.

Document type

Minutes

Source document

Sunapee Selectboard Minutes 2026-05-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Sunapee?

Td Wealth Management was awarded this financial services contract by Town of Sunapee, as recorded on May 18, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Sunapee Selectboard Minutes 2026-05-18 (Minutes), dated May 18, 2026 from Town of Sunapee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Td Wealth Management hold?

Td Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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