1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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With over 13 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 look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
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.
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.
Your priorities are important to us. We can work together towards your goals, and can help with:
Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.
To help you optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. 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 chat.
The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.
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