Eleni Panoulias, Financial Planner,Huntsville, 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

(705) 789-2839

Office Location

107 North Kinton Ave Huntsville, ON P1H0A9. map

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I have been working in the financial services industry since 1988. Prior to taking the role of Financial Planner, I was a Commercial Relationship Manager in the Simcoe Muskoka area. During the last 6 years, I have focused exclusively on financial planning and fostering strong client relationships.

I hold an Honors Degree in Economics from the University of Ottawa.

I look forward to working with you to help you achieve your personal financial goals.

Phone

Toll Free

(866) 243-0365

Certificates

CFP®

Our Tailored Approach

My name is Eleni Panoulias, and I am a Senior Financial Planner with TD Wealth Financial Planning.

I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.

Let's Connect

Frequently asked questions

Get answers to your financial planning questions.

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What does a financial planner do?
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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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TD Wealth Financial Planning

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

Planning for every life stage

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.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:

Identify and prioritize your short- and long-term goals
Find the confidence to take charge of your financial future through advice and planning