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Jad Yassine

Financial Planner

  • CIM®
  • CFP®
  • FCSI®

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Jad Yassine

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With over 7 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor's degree in Business Administration from Brock University.

My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation through FP Canada, as well as the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI®) designations conferred by the Canadian Securities Institute.

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

1.     Build net worth – Identifying investment solutions that align to my clients' evolving needs.

2.     Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.

3.     Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

4.     Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

ADDITIONAL CONTACT

Toll Free: (888) 880-2338

Available at 2 other location(s)

LANGUAGES

English

EDUCATION

CFP®, CIM®, FCSI®, BBA Hons.

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

Wealth Considerations

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Investment Strategies

Protecting Your Assets

Planning for Major Purchases

Banking and Credit Management

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Too much money chasing too few containers: Digging into global supply constraints

Last year, the pandemic reminded us how fragile global supply chains can be. Anthony Okolie speaks with Sohaib Shahid, Senior Economist, TD Bank, about the impact supply chain disruptions can have on inflation and the economic recovery.

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TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

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The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

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