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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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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
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.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
We’ll stay in touch with you, keeping you up to date on what matters and we’ll do so in a way that makes sense for you.
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.
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:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
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.
The WAAC maintains its overweight outlook to equities, expecting positive earnings growth of ~12% for the S&P TSX Composite Index and ~14% earnings growth for S&P 500 Index companies in 2025.
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
Things have changed. We live in an era where there is a great deal of uncertainty, which is driving a lot of investors to begin to climb the “wall of worry.” We believe investment success is predicated on the ability to adapt as the world unfolds and that strong diversification is the best way to tackle the quarter ahead and the ones that follow. How to invest for the next decade is a conundrum for sure, but it's one that we’re ready for. Read on.
Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.
When it comes to tariffs, markets have become less extreme since 2018, while views about how markets are reacting have become more extreme. It’s quite the dichotomy.
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