Jeffrey Pace

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Jeffrey Pace

Financial Planner

RRC®

Building your financial future – together

Phone

Office

(416) 621-6875

Office Location

2038 Kipling Ave Rexdale, ON M9W4K1. map

See Additional Office Locations

With over 20 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. My commitment to continuous education, as well as completion of required qualifications, has earned me the Registered Retirement Consultant designation offered 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

RRC®

Frequently asked questions

Get answers to your financial planning questions.

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.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, 
I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition

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

4 steps to your financial roadmap for life

Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.

Your Financial Planning Experience

1.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3.

Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

4.

Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

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.

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Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.