Jennifer Miller

Get up to $10001 toward building your financial future from TD Wealth Financial Planning.

1Conditions apply. Offer ends March 1st, 2024.

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Jennifer Miller

Financial Planner

QAFP™

Working together to achieve the financial goals that matter to you most

Phone

Office

(705) 445-2566

Office Location

104 Hurontario St Collingwood, ON L9Y2L8. map

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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

Certificates

QAFP™

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.