James Howick

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James Howick

Senior Financial Planner

CFA

Building your financial future – together

Contact me

Phone

Office

(416) 463-0317

Office Location

480 Danforth Ave Toronto, ON M4K1P4. map

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I have been working in the financial services industry since 2010 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.  My commitment to continuous education, as well as completion of required qualifications, has earned me the Charted Financial Analyst (CFA®) designation conferred by the CFA Institute. I look forward to being with you every step of the way as we work together towards your unique financial goals.

Certificates

CFA

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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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TDAM: Tax & Retirement Planning Guide

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.

Stepping into retirement: Preparing for the big transition

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

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

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.

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