Jason Rivera

Jason Rivera

Senior Financial Planner

CFP®

Building your financial future – together

Contact Me

Phone

Office

(416) 691-1231

Office Location

3477 Sheppard Ave East Toronto, ON M1T3K6. map

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I have been working in the financial services industry since 2005.  Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Upper Beaches area. During the last 6years, I have focused exclusively on financial planning and fostering strong client relationships.

 

I hold a Bachelors degree in Arts from York University. 

I look forwarding to working with you to help you achieve your personal financial goals.

Certificates

CFP®

Languages

English

Tagalog



Financial success starts with a plan.

I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
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Frequently asked questions

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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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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.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

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.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Hank, Janice & Eldon's Story - Growing Opportunity

Growing opportunity for a Farming Family

As businesses grow, it can be difficult to understand all aspects of it. Obtaining financial advice can help you see opportunities for growth.

Hank and Janice have been farming together since they were married and then their kids got involved. They relied on TD Wealth for financial advice to help make prudent decisions as they kept growing and for the next generation.

Let's connect to learn how I can help develop strategies to support your personalized financial plan.

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.

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