Discover how you could get up to $10001 towards building your financial future


Share your unique goals with me and I can help you build a personalized financial plan to start achieving them.

Terms and Conditions apply1 Offer ends March 1st, 2024. 

My Approach

You've worked hard for your money, and like you, my goal is to help you continue on the path of success. As your financial needs and priorities evolve, I can tap into the expertise of other TD Specialists to help address your wealth management needs.

How I work with you
  1. We'll get started by taking time to understand the whole you – your goals, your motivations, what's most important to you beyond just the numbers
  2. Together we'll then create a financial plan that helps to meet your current and life goals that can adapt to your needs over time
  3. We'll put your plan in action, and continue to track progress and refine your goals when needed

By getting started today, you can qualify for the following cash awards1

Conditions apply1 Offer Ends March 1st, 2024

  • $300 when you deposit $150,000 to $299,999
  • $500 when you deposit $300,000 to $499,999
  • $800 when you deposit $500,000 or more

3 easy steps to qualify

STEP 1

Get in touch with me to get started.

 

STEP 2

Make the first transfer.

Transfer $150,000 CDN or more in investible assets to your TD Wealth Financial Planning account(s) by March 1st, 2024.

You must maintain the qualifying amount until  May 1st, 2024.

 

STEP 3

Set up recurring deposits

You may be eligible for an extra $200 cash award. Besides making your initial deposit, you must set up or increase either a Monthly Contribution Plan (MCP) or Pre-Authorized Deposit (PAD) for at least one qualifying account by March 1st, 2024.

Terms and Conditions

  • To get the cash award, you must open an eligible account and keep it in good standing with TD Wealth Financial Planning by March 1st, 2024.
  • The first deposit for MCPs and PADs must occur by March 1st, 2024. The minimum setup amount must be $25 for MCP and $25 for PAD.
  • You cannot qualify for the extra award unless you meet the criteria for the initial cash award.
  • We may change, extend or withdraw this offer at any time without notice.
  • You can't use this offer with any other TD Wealth Financial Planning promotions.

Read our full terms and conditions