My vision is to be the catalyst for my clients' financial success by crafting personalized financial plans. I aspire to earn not just their business, but their trust, becoming the go-to person for all their financial needs. Through unwavering commitment, transparency, and a deep understanding of individual needs, I aim to empower my clients to achieve their financial goals, creating a lasting impact on their lives and fostering enduring partnerships built on trust.
I am a dedicated financial planning professional with a strong educational background and a deep commitment to excellence in my field. Holding a Bachelor's degree in Business Administration has provided me with a robust foundation in essential business principles and practices. To further expand my expertise, I pursued post-graduate diplomas in both business and financial planning, demonstrating my unwavering dedication to continuous learning and professional development.
A significant milestone in my career is the achievement of the highly esteemed Certified Financial Planner (CFP) designation conferred by FP Canada. This credential not only reflects my commitment to upholding the highest ethical and professional standards but also highlights my ability to offer clients comprehensive and well-informed financial guidance.
As a Financial Planner with TD Wealth and a burning passion for financial planning, I am excited to collaborate with you in creating a plan that will help you achieve what truly matters to you and your family. My areas of expertise include,
• Building Net worth
• Implementing Tax Efficient strategies
• Protecting what matters
• Leaving a legacy
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- Take advantage of tax deductions and credits available to you
We can offer strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- When should you start taking your government benefits?
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
Success Begins With Understanding
Your hopes and expectations are at the heart of your financial plan.
That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Tim – Making sure Patty's legacy lives on
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.