History and Depth of Experience
The TDAM team of multi-disciplinary Portfolio Managers have an average of 22 year’s experience.
Phone
Office Location
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:
Certificates
MBA
PFP®
CFP®
With TD Asset Management Inc. (TDAM), there’s a lot that goes into creating portfolios.
The TDAM team of multi-disciplinary Portfolio Managers have an average of 22 year’s experience.
Customer focused solutions for different types of individuals, organizations, and communities.
Risk management is at the core of everything TDAM does.
TDAM has been first to market with innovative solutions, adapting to shifts in market conditions.
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
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.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
Article
Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
Article
Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
Print Transcript
Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
Print Transcript