Cassandra Adderley, Financial Planner,Grimsby, ON

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,000¹
¹Conditions Apply. Limited time offer.

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Phone

Office

(905) 945-3972

Office Location

20 Main St E Grimsby, ON L3M1M9. map

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As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

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.

I have been working in the financial services industry since 2008. During the last 10 years, I have focused exclusively on financial planning and fostering strong client relationships. I hold a Bachelor's degree in Business Administration and have also completed the requirements for the CFP® - Certified Financial Planner® designation conferred by the FP Canada.

Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.

Certificates

CFP®

BBA

TD Wealth Financial Planning

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

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What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Women and Investing

Women and investing wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

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.

Develop Your Financial Plan

Put Your Plan Into Action

Communicate on Your Terms

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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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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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