1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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At TD Wealth Financial Planning, we work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, I am here to help you every step of the way. My goal is to offer you the relevant, personalized wealth advice you deserve.
As a planner, I take the time to understand, not just your current financial circumstances, but also the objectives and motivations integral to it. We start with an understanding of who you are, your values and your vision of success, because our relationship is dedicated to designing a tailored financial plan that’s right for you.
In my role, I focus on four key areas:
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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.
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.
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.
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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