Laura McLean
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I have been working in the financial services industry since 2001, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold an Honours Bachelor of Science degree in Statistics from the University of Toronto. I also hold the CERTIFIED FINANCIAL PLANNER® (CFP®) designation conferred by the Financial Planning Standards Council.
I look forward to working with you.
Certificates
CFP®
MA
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Tax Planning
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- Take advantage of tax deductions and credits available to you
Retirement Planning
We can offer strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- When should you start taking your government benefits?
Estate Planning
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
Your Goals Are Our Priority
- Can enhance your confidence in your ability to achieve your goals
- Takes into consideration what is most important to you
- Maximizes savings through investment and tax strategies
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Our Solutions
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.
What We Do
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
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.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
TD Economics
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TD Economics
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Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Money Talk
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Hear what matters.
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