Associate Planner
BBA (Hons)
Building your financial future – together
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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:
Certificates
BBA (Hons)
Languages
Mandarin
Cantonese
English
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
When it comes to financial planning, there is no one-size-fits-all solution. That’s why we get to know you as an individual. We want to understand what matters most to you, as well as the questions that keep you up at night, like:
With a complete understanding of what you want to achieve, your Financial Planner will work with you to develop a financial plan — your roadmap to achieving your goals — identifying and recommending solutions, strategies and products.
Depending on your situation, your financial planner may also bring in other TD specialists to help with unique aspects of your plan.
Working together is essential to the success of your relationship with your financial planner. That’s why your Financial Planner will take the time to review each recommendation for your plan, to make sure you’re both on the same page. Together, you can move forward confidently.
Once you’ve confirmed the approach, you will receive a comprehensive, personalized financial plan as well as help in building a diversified portfolio made up primarily of TD funds designed to meet your goals by spreading risk, reducing volatility and enhancing the potential for solid long-term returns.
Over time, your life will change, and your goals and priorities may shift. Regular one-on-ones give you the opportunity to get answers to any questions you have, helping you feel confident about meeting your financial goals and dealing with life’s financial challenges.
Your Financial Planner will track and manage your progress over time. Revisited every year, your financial plan acts as a valuable benchmark, showing where you are on your path to your goals. When necessary, your Financial Planner will speak to you about changes to your plan to help keep you on track.
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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