Jeffrey Pace
A financial plan for every aspiration
Start by connecting with a TD Wealth financial planner and you could get up to $5,0001
1Conditions Apply. Limited time offer.
Senior Financial Planner
CFP®
RRC®
Building your financial future – together
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I have been working in the financial services industry since 2001, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold the Certified Financial Planner (CFP®) offered by FP Canada, as well as the Registered Retirement Consultant (RRC®) offered by The Canadian Institute of Financial Planning (CIFP).
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
I am passionate and committed to helping my clients feel more confident in their financial future.
I look forward to working with you.
Certificates
CFP®
RRC®
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
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
2.Your Financial Plan
3.Welcome to TD Wealth Financial Planning
4.Regular Review Meetings
Your Financial Planning Experience
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
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.
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.
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.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
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.
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