Jennifer Mullane

Jennifer Mullane

Senior Financial Planner

MBA

CFP®

Building your financial future – together

Contact me

Phone

Office

(902) 422-2479

Office Location

1791 Barrington Street 16th Floor Halifax, NS B3J1X7. map

With over 28 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.

My commitment to continuous education has earned me the CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

MBA

CFP®


Financial success starts with a plan.

I'm a Senior Financial Planner with TD Wealth Financial Planning. Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties.
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Frequently asked questions

Get answers to your financial planning questions.
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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.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:
  • Discover your Wealth Personality™ to determine what drives your decisions
  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

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.

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