Ralph Badran
Contact me to learn how you could be eligible to get $500¹
Refocus on your financial goals this summer and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends August 29, 2025.
Senior Financial Planner
F.Pl.
FCSI®
BBA
Building your financial future – together
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With over 10 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.
I hold a Master's in Business with a specialization in Finance and a Bachelor's degree in Accounting from Université de Montréal.
My commitment to continuous education has earned me the Financial Planner (F.PL.) designation conferred by the Institut Québécois de Planification financière, as well as the Fellow of Canadian Securities Institute (FCSI®) designation and Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. I also hold the Certified International Wealth Manager (CIWM) designation.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
F.Pl.
FCSI®
BBA
Languages
English
French
Arabic
Our Tailored Approach
I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.
Interesting articles to explore
Monthly Perspectives | Standing in a Bucket | June 2025
The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.
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.
Frequently asked questions
What does a financial planner do?
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Working together every step of the way
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Seven quarters of growth: What's fueling the rally in preferred shares?
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Seven quarters of growth: What's fueling the rally in preferred shares?
Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.
The economic impact: What to watch for as Canada, U.S. trade deadline looms
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The economic impact: What to watch for as Canada, U.S. trade deadline looms
With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Article
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.