Raj Arora, Financial Planner,Brampton, ON

Phone

Office

Office Location

90 Great Lakes Dr Brampton, ON L6R2K7. map

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.

Certificates

CFP®

Discovery

Our discovery process is in-depth. We don't just get to know your financial picture. we apply principles of behavioural finance to dig deeper and understand your personality, your goals, your family, and your motivations.

With these additional layers, we are well equipped to provide you with guidance when and how you want to receive it.

Personalized Strategies

Proactive Reviews

What does a financial planner do?

What to expect at my first meeting?

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Behavioural Finance & Sustainable Investing

Our latest research study of 1,500 Canadian investors provides insights on their key sustainability priorities and how the Big Five Personality Traits impact investing decisions.

Reasons why you shouldn't put off writing a will

Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.

Investment Management

I will design a personalized financial plan based on your risk tolerance and smart tax-saving strategies.

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

What We Do

We start by engaging in a balanced discovery conversation. 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.

A Powerful Combination Of Experience And Resources

Supporting you is a team of professionals, specializing in economic analysis, taxes, and law. TD Wealth Financial Planning is the link between you and these valuable resources. This means your financial planning needs can be coordinated through one trusted individual.

We See The Whole You

We work together to determine your Wealth PersonalityTM profile, discover your priorities, and develop a financial plan that's specifically tailored to your goals. Once you have a plan in place, you can feel confident knowing you've defined how you want your income and assets to work for you, now and in the future.

Discover Your Priorities

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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