Andy Chawathe, Financial Planner,Scarborough, ON

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,000¹
¹Conditions Apply. Limited time offer.

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Phone

Office

(416) 286-0683

Office Location

299 Port Union Road Scarborough, ON M1C2L3. map

With over 15 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 an MBA (MMS) degree in Management from University of Mumbai.

My commitment to continuous education has earned me the Certified Financial Planner (CFP^®) designation conferred by the Financial Planning Standards Council, Personal Financial Planner (PFP^®) designation conferred by the Canadian Securities Institute and the Registered Retirement Consultant (RRC^®) designation conferred by the Canadian Institute of Financial Planning.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CFP®

RRC®

PFP®

Languages

English

Hindi

Your Goals Are Our Priority

Whether your needs are simple or complex, I can help you create a personalized financial plan that:

Can enhance your confidence in your ability to achieve your goals
Takes into consideration what is most important to you
Maximizes savings through investment and tax strategies

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

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Retirement Planning
Estate Planning
Tax Planning

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Develop Your Financial Plan

Put Your Plan Into Action

Communicate on Your Terms

Get Access to TD Expertise

Lynn – The Gift of Planning

Protecting what matters

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

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.

Let's Connect

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