Jeff Russell
Make every step count. Contact me to learn how you can earn up to $1850.1
Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.1Conditions Apply. Offer ends March 3, 2025.
Start Here
Senior Financial Planner
BBA
FMA
CFP®
Building your financial future – together
Phone
Office Location
I have been working in the financial services industry since 2005, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Business Administration from Bishop’s University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I look forward to working with you.
Phone
Certificates
BBA
FMA
CFP®
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
How much money do I need to work with a TD Wealth Financial Planner?
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:
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.
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. Read more here.
WIO: Quarterly Market Review | Q4 2024
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
Retirement Planning
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you improve tax efficiency during retirement?
- When should you start taking your government benefits?
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Capital gains and other proposals in question after government halted
Article
Capital gains and other proposals in question after government halted
Prime Minister Justin Trudeau is stepping down and all parliamentary business in Ottawa has been prorogued. How will this impact proposed tax changes including new capital gains rules? And what can Canadians do now? Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, joins Kim Parlee to discuss the situation and what it could mean for your tax planning.
2025 resolutions: 4 things you can do now to improve your fiscal fitness
Article
2025 resolutions: 4 things you can do now to improve your fiscal fitness
Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.
"Is it too late to say no?" What you should know about being an executor
Article
"Is it too late to say no?" What you should know about being an executor
Managing a loved one's Will after they have passed is a laborious responsibility, even for simple estates. If you've already agreed to the job, here's how you can make it a little easier.