Andy Chawathe
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.
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Senior Financial Planner
PFP®
CFP®
RRC®
Building your financial future – together
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With over 15 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 an MBA (MMS) degree in Management from University of Mumbai.
My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council, Personal Financial Planner (PFP®) designation conferred by the Canadian Securities Institute and the Registered Retirement Consultant (RRC®) designation conferred by the Canadian Institute of Financial Planning.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
PFP®
CFP®
RRC®
Languages
English
Hindi
Your Goals Are Our Priority
- Can enhance your confidence in your ability to achieve your goals
- Takes into consideration what is most important to you
- Maximizes savings through investment and tax strategies
Helping achieve what truly matters to you and your family.
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.
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.
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.
TD Wealth Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Our Steps To Preparing A Plan Uniquely Yours
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Janique – A Coach by Your Side
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.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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.
WIO: Portfolio Strategy Quarterly | Q4 2024
Our Q4 2024 Portfolio Strategy Quarterly, "U-Turns" is now available! This year’s rally comes compliments of a sharp policy U-turn that saw global central banks begin to drop interest rates. Another potential U-turn is the U.S. election. As such, it’s a good time to revisit your portfolio allocation. Discover more in this edition of PSQ.
WIO: Quarterly Market Review | Q4 2024
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
WIO: Monthly Perspectives
Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.
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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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