1. 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.
Sahil Budhiraja
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Sahil Budhiraja
Senior Financial Planner
CFP®
Working together to achieve the financial goals that matter to you most
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:
- 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®
Languages
English
Hindi
Punjabi
Disciplined process
Your Financial Planning Experience
1.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.
2.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.On Going Proactive Service
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
5.Our TD Specialists
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
6.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
2. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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. On Going Proactive Service
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
5. Our TD Specialists
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
6. 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 Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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. Read more here.
TDAM: WAAC Perspectives
Given the evolution of domestic inflation, we expect the Bank of Canada ("BoC") to continue cutting its policy rate this year. However, barring a swift weakening of the economy, the BoC has stressed that rate cuts will materialize at a slower pace than the hikes they delivered in 2022 and 2023.
TDAM: Market Perspectives - Q4 2024
In our Q4 Market Perspectives, the TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
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