Andy Chawathe
RESP Checklist: What Parents Need To Know From Birth To Graduation
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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
PFP®
CFP®
RRC®
Languages
English
Hindi
Your Goals Are Our Priority
- 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.
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
Retirement Planning
Estate Planning
Tax Planning
Our Steps To Preparing A Plan Uniquely Yours
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.
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.
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
WIO: Portfolio Strategy Quarterly | Q3 2024
Our Q3 2024 Portfolio Strategy Quarterly, "All is Quiet?" is now available! The first half of 2024 will go down in the books as one of the calmest in history for the markets. But that all changed in late July, when we witnessed an assassination attempt on former president Donald Trump and an announcement that the current president would not seek reelection.
WIO: Quarterly Market Review | Q2
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
WIO: Monthly Perspectives
When the market is this quiet, after all, a lot of things can become catalysts for a significant reversal, and when that reversal happens, as we wrote, it would be very fast. Well, it didn’t take long for just such a catalyst to materialize. In this edition of Perspectives, the turbulence of the last few weeks highlights the importance of sticking to an investment process that aligns with your individual goals and constraints.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
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Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
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Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
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Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.