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Financial Planner
I look forward to being with you every step of the way to help you achieve your personal financial goals
10-100 Jennifer Heil Way Spruce Grove, AB T7X4B8Map
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
1. Build net worth – Identifying investment solutions that align to my clients' evolving needs.
2. 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.
3. Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
4. Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
I am passionate and committed to helping my clients feel more confident in their financial future.
Available at 1 other location(s)
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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