Nelia Amaral

Nelia Amaral

Senior Financial Planner

CFP®

Building your financial future – together

Phone

Office

(416) 746-6996

Office Location

2038 Kipling Ave Rexdale, ON M9W4K1. map

Connect

With over 25 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 Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CFP®

Frequently asked questions

Get answers to your financial planning questions.
Meet Nelia Amaral

As a TD Wealth Financial Planner, I'm here to help you achieve financial success. Imagine having a clear, personalized plan for your financial future. That’s what I offer!

Disciplined process

Your Financial Planning Experience

1.Initial Discovery

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

2.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.

3.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.

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.

Your Financial Planning Experience

1. Initial Discovery

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

2. 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.

3. 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.

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.

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.

Women and Investing

Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:

  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

Article

How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

Article

Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.