Kamila Barclay
Senior Financial Planner
CFP®
I look forward to being with you every step of the way to help you achieve your personal financial goals
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As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.
In my role, I focus on four key areas:
- Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
- Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
- Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
- Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
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CFP®
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
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:
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.
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.
The retirement homestretch: A 5-year checklist
This checklist may help alleviate some of your retirement worries.
What We Do
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
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.
Our Steps To Preparing A Plan Uniquely Yours
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Money Mismatch: 4 ideas to manage your money and your relationship
Article
Money Mismatch: 4 ideas to manage your money and your relationship
More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.
2026 resolutions: 4 things you can do now to improve your fiscal fitness
Article
2026 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.
3 questions snowbirds should ask before taking flight
Article
3 questions snowbirds should ask before taking flight
The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.