Adan Bertrand

Adan Bertrand

Financial Planner

BBA

Building your financial future – together

Contact me

Phone

Office

(250) 244-6080

Office Location

1810 Dufferin Cres Nanaimo, BC V9S0A9. map

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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

BBA

Frequently asked questions

Get answers to your financial planning questions.
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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.

Let's Connect

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

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.

TDAM: WAAC Perspectives

The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.

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.

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 March 3, 2025.
Start Here

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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.

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.

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.

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.

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