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Financial Planner
BA
CFP®
B.Sc.
I look forward to being with you every step of the way to help you achieve your personal financial goals
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With over 12 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a Bachelor degree of Science in Industrial Engineering from University of Alexandria.
My commitment to continuous education has earned me the Advanced Financial Advice certificate designation conferred by the Canadian Security Institute and Certified Financial Planning designation conferred by FP Canada.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Phone
Certificates
BA
CFP®
B.Sc.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Tax Planning
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- Take advantage of tax deductions and credits available to you
Retirement Planning
We can offer strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- When should you start taking your government benefits?
Estate Planning
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
We See The Whole You
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Our Steps To Preparing A Plan Uniquely Yours
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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