Steven Kohut
Senior Financial Planner
BA (Hons)
CFP®
Building your financial future – together
Phone
Office Location
As a Financial Planner with over 30 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold an Honours Bachelors of Arts degree in Economics from Wilfrid Laurier University. I also hold the Certified Financial Planner (CFP®) designation offered by FP Canada.
To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.
Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.
Phone
Certificates
BA (Hons)
CFP®
Hi, I'm Steven Kohut and I'm a Senior Financial Planner with TD Wealth Financial Planning.
I believe that financial success begins with a solid plan. Let's build a strong financial future and turn your goals into reality.
Get in touch today to start your journey toward financial success.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
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.
Accumulating wealth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.
To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Your Goals Are Our Priority
- Can enhance your confidence in your ability to achieve your goals
- Takes into consideration what is most important to you
- Maximizes savings through investment and tax strategies
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Record-breaking IPO makes its market debut: Now what?
Article
Record-breaking IPO makes its market debut: Now what?
The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.
After you sell your business: A practical guide on what to do next
Article
After you sell your business: A practical guide on what to do next
Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.
Can Sumaya help her granddaughter buy a first home one day?
Article
Can Sumaya help her granddaughter buy a first home one day?
Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.