Alex Livingstone, Financial Planner, Spruce Grove, AB | TD Wealth

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TD Wealth COVID 19 Update

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.

ADDITIONAL CONTACT

Available at 1 other location(s)

Additional Information

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Diversification is Never Out of Style!

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Time in the Market…not Timing the Markets

Return of Capital

Covered Call Options and their Tax Treatment

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Market Commentary

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Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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