James Howick
Senior Financial Planner
CFA
Building your financial future – together
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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.
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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.
Interesting articles to explore
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
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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can a 60-year-old manager afford an unplanned early retirement?
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Can a 60-year-old manager afford an unplanned early retirement?
John is suddenly laid off. Should he find work for another five years, or retire now?
Joyspan: Why a life well-lived could matter more than a long one
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Joyspan: Why a life well-lived could matter more than a long one
Gerontologist Dr. Kerry Burnight spoke with MoneyTalk to explain why joy, purpose and connection may matter more than genetics when it comes to aging well.
Urban heirs, rural assets: How to inherit the farm successfully
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Urban heirs, rural assets: How to inherit the farm successfully
Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations.