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:
Certificates
CIM®
CFP®
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Your priorities are important to us. We can work together towards your goals, and can help with:
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.
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 transition from a successful career to this stage in life isn’t always easy.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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