Allison Oldfield, Financial Planner,Burlington, ON

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5515 North Service Rd Suite 108 Burlington, ON L7L6G4. map

With over 20 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor of Arts degree from McMaster University. My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by FP Canada.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CFP®

Financial success starts with a plan.

I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.

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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

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.

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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.

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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.

A Powerful Combination Of Experience And Resources

Supporting you is a team of professionals, specializing in economic analysis, taxes, and law. TD Wealth Financial Planning is the link between you and these valuable resources. This means your financial planning needs can be coordinated through one trusted individual.