Caryse Firebrace

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 January 31, 2025.

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Caryse Firebrace

Financial Planner

BA

Building your financial future – together

Contact me

Phone

Office

(902) 679-4743

Office Location

42 Webster St Kentville, NS B4N1H7. map

See Additional Office Locations

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.

Certificates

BA

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

The retirement homestretch: A 5-year checklist

This checklist may help alleviate some of your retirement worries.

Black Entrepreneurs

Helping Black entrepreneurs and businesses with access to capital, resources and expert advice.

TDAM: Tax & Retirement Planning Guide

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.

Retirement Planning

During the discovery process, we will discuss 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 improve tax efficiency during retirement?
  • When should you start taking your government benefits?

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.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Lynn – The Gift of Planning

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.

Our Commitment

  • Our customers We support our LGBTQ2+ customers across Canada through a variety of inclusive policies, communications, development programs and initiatives. In 2018 alone, we delivered Gender Language and Concepts training to approximately 800 employees and evolved our scope from LGBT to LGBTQ2+ to recognize and be inclusive of the gender and sexual diversity of our community.
  • Our communities TD Bank Group is targeting CDN $1 billion in total community giving by 2030 in four areas: financial security, vibrant planet, connected communities and better health.
  • Our colleagues Our dedicated regional business development managers work across Canada to support the specific needs of our LGBTQ2+ customers.

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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