1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Jasna Krnjeta
Jasna Krnjeta
Financial Planner
CFP®
PFP®
Building your financial future – together
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I have been working in the financial services industry since 1992 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I look forward to working with you.
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CFP®
PFP®
Frequently asked questions
Get answers to your financial planning questions.
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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:
Executing tax-efficient plans
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.
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.
4 steps to your financial roadmap for life
Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.
Your Financial Planning Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
3.Welcome to TD Wealth Financial Planning
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.
4.Regular Review Meetings
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 Financial Planning Experience
2. Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
3. Welcome to TD Wealth Financial Planning
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.
4. Regular Review Meetings
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.
Important Tax Information for 2026
Tax Free Savings Account (TFSA)
- 2026 TFSA contributions can now be made. The annual TFSA contribution limit for 2026 is $7,000 and you can carry forward unused contribution room from previous years.
Registered Retirement Savings Plan (RRSP)
- Your RRSP contribution limit for the 2025 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2024.
- The deadline for contributions to be in the 2025 tax year is 11:59 p.m. on March 2, 2026. The RRSP contribution limit for 2026, subject to any adjustments, is $33,810.
Registered Education Savings Plan (RESP)
- The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
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.
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.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
What happens to your FHSA if you don't buy a home?
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What happens to your FHSA if you don't buy a home?
If you change your mind about buying a home, you may be able to use First Home Savings Account (FHSA) funds to boost your retirement savings.
RESP funds? Smooth withdrawals start with early planning.
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RESP funds? Smooth withdrawals start with early planning.
You've saved diligently for your child's education with a Registered Education Savings Plan. But when the time comes, do you know how best to access the funds?
What business owners should know about succession planning
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What business owners should know about succession planning
If you're planning to exit your business, understanding your options and planning early can help make the transition smoother.