1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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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:
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Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
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.
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
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