Dana O'bonsawin
Senior Financial Planner
CFP®
I go beyond building investment plans, I build personalized financial plans
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Ensuring a comfortable financial future is a goal we all share, and it's a journey that requires careful planning and professional guidance. As a Senior Certified Financial Planner with over 25 years of experience in the financial services industry, I look at the big picture, where you're at and where you want to be, and then design a plan to help get you there.
Whether you're planning for retirement, planning your estate, navigating taxes, or managing investments, my commitment is to craft a strategy that is uniquely yours. It's not just about helping to protect your assets; it's about strategically helping to grow them for a future that you can comfortably look forward to.
As your goals evolve, it's important to work with a financial planner, like myself, who can help you adjust your financial plan to ensure it's aligned with your priorities. Reach out, and let me help you to turn your financial dreams into reality. Together, we’ll create a roadmap designed to help you achieve financial success.
Phone
Certificates
CFP®
Education
Certified Financial Planner (CFP®)
Our Tailored Approach
My name is Dana O'Bonsawin, and I am a Senior Financial Planner with TD Wealth Financial Planning.
I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
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.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Monthly Perspectives: June 2026 | The Mast
Like Odysseus before the Sirens, investors face forces that can overwhelm reason. The key is building a structure before emotion takes over.
Creating a wealth plan to help meet your long- and short-term goals
Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?
That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.
Working together, I can also help you:
- Identify and prioritize your short- and long-term goals
- Find the confidence to take charge of your financial future through advice and planning
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
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.
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