James Foster
Senior Financial Planner
B.Comm.
CFP®
Together, we will develop a personalized financial plan that will help you achieve your goals
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With over 16 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 of Commerce from Carleton University.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Certificates
B.Comm.
CFP®
Financial success starts with a plan.
I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
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.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
We will guide you through the process of estate planning to help ensure your wishes are carried out.
Key elements of an estate plan
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Article
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.
How a family trust can benefit a family business
Article
How a family trust can benefit a family business
Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.
Dollar based investing: The power of partial shares
Article
Dollar based investing: The power of partial shares
Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.