Anne Dunbar, Financial Planner,Strathroy, ON

Phone

Office

Mobile

Office Location

360 Caradoc St S Strathroy, ON N7G2P6. map

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.

Phone

Toll Free

(844) 335-0699

Certificates

FMA

CIM®

CFP®

Frequently asked 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.

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Advice for every stage of your career

My team and I offer specialized financial services and support for the evolving financial needs of healthcare professionals like you.

These financial services include access to dedicated specialists who understand the unique challenges of your work, and who can help recommend financial solutions designed to help meet your specific needs.

Whether your vision is to build your net worth or build your practice, you can access advice and services designed to help you reach your financial goals.

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.

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Protecting what matters

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.