Tamara McKenzie

Make every step count. Contact me to learn how you can earn up to $1850.1

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends January 31, 2025.

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Tamara McKenzie

Senior Financial Planner

CIM®

CFP®

FCSI®

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Phone

Office

(905) 665-3551

Mobile

(416) 294-5038

Office Location

404 Dundas St W Whitby, ON L1N2M7. map

See Additional Office Locations

I have been working in the financial services industry since 1992, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors degree in Economics from Queen’s University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I look forward to working with you to achieve your financial goals.

Phone

Toll Free

(855) 545-0220

Certificates

CIM®

CFP®

FCSI®

Frequently asked questions

Get answers to your financial planning questions.
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TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

4 steps to your financial roadmap for life

Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.

Your Financial Planning Experience

1.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

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.

3.

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.

4.

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.

Let's Connect

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.

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.

Passing on your wealth

Review 9 practical steps to start making your estate plan.

Women and Investing

Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:
  • Discover your Wealth Personality™ to determine what drives your decisions
  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning